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Building 2ADDITIVE ADVISORY PBC

Map pinMEMPHIS, TN
Phone901- 498- 6653
NotebookSEC #801-107878
Total AUM
$140.9M
Employees
3
Clients
2

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
5100 POPLAR AVENUE
SUITE 3100
MEMPHIS
TN 38137
United States
Operating Hours
BY APPOINTMENT ONLY
BY APPOINTMENT ONLY
Phone
901- 498- 6653

ReceiptFinancials

Total AUM
$140.9M
Accounts
2
Discretionary
$97.6M
Accounts
1
Non-Discretionary
$43.3M
Accounts
1

ContactClients

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Pooled Vehicle Clients
1
AUM
$97.6M
Corporation or Business Clients
1
AUM
$43.3M

Briefcase businessServices

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Services Offered
Other ServicesPooled Vehicle Portfolio Management
Other Services
PROVIDE NON-DISCRETIONARY INVESTMENT ADVICE AND ANALYSIS TO CERTAIN CLIENTS
Compensation Types
Charges Fixed FeeCharges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
TN

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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