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Building 2EKSTRAND FINANCIAL LLC

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Phone(615) 208-9355
NotebookSEC #801-108103
Total AUM
$8.4M
Employees
1
Clients
13

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
8:00AM TO 5:00PM
Monday - Friday
Phone
(615) 208-9355

ReceiptFinancials

Total AUM
$8.4M
Accounts
27
Discretionary
$8M
Accounts
24
Non-Discretionary
$449.3K
Accounts
3

ContactClients

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Individual Clients
7
AUM
$658.5K
HNW Individual Clients
5
AUM
$7.3M
Pension/Profit Sharing Plan Clients
1
AUM
$449.3K

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CATN

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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