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Building 2KIMERY WEALTH MANAGEMENT, LLC

Map pinMEMPHIS, TN
Phone(901) 291-5500
NotebookSEC #801-110623
Total AUM
$555M
Employees
10
Clients
471

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
6410 POPLAR AVENUE
SUITE 100 TOWER 2
MEMPHIS
TN 38119
United States
Operating Hours
8AM - 4:30PM
Monday - Friday
Phone
(901) 291-5500

ReceiptFinancials

Total AUM
$555M
Accounts
1,738
Discretionary
$555M
Accounts
1,738
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
301
AUM
$113M
HNW Individual Clients
170
AUM
$442M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ALARCAFLGALAMSNCNYOHTNTX

HandshakeAffiliates

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

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