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Building 2ABOUND WEALTH MANAGEMENT, LLC

Map pinFRANKLIN, TN
Phone615-226-3667
NotebookSEC #801-108697
Total AUM
$1.9B
Employees
41
Clients
936

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
317 MAIN STREET
SUITE 201
FRANKLIN
TN 37064
United States
Operating Hours
M - T: 7:30 AM - 4:30 PM CST; FRI: 7:30 AM - 3:30 PM CST
Monday - Friday
Phone
615-226-3667

ReceiptFinancials

Total AUM
$1.9B
Accounts
5,040
Discretionary
$1.9B
Accounts
5,040
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
274
AUM
$193.3M
HNW Individual Clients
640
AUM
$1.7B
Pension/Profit Sharing Plan Clients
22
AUM
$5.3M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementOther ServicesPension Consulting
Other Services
FINANCIAL CONSULTING SERVICES
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ALARAZCACTFLGAIDILINKSKYLAMAMDMIMNMONCNENHNJNVNYOHOKORPASCTNTXUTVAWAWI

HandshakeAffiliates

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

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