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Building 2MUSIC ROW WEALTH MANAGEMENT

Map pinNASHVILLE, TN
Phone(615) 647-5882
NotebookSEC #801-110818
Total AUM
$431.7M
Employees
5
Clients
352

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1614 16TH AVENUE SOUTH
NASHVILLE
TN 37212
United States
Operating Hours
7:30 A.M. - 4:00 P.M.
Monday - Friday
Phone
(615) 647-5882

ReceiptFinancials

Total AUM
$431.7M
Accounts
1,068
Discretionary
$431.7M
Accounts
1,068
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
293
AUM
$111.7M
HNW Individual Clients
56
AUM
$300.3M
Banking Clients
1
AUM
$576.9K
Pension/Profit Sharing Plan Clients
1
AUM
$1.1M
Corporation or Business Clients
1
AUM
$17.9M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
CAMATNTX

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 2 other businesses.

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