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Building 2TCM

Map pinGERMANTOWN, TN
Phone901-757-4448
NotebookSEC #801-111684
Total AUM
$164.5M
Employees
5
Clients
496

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1730 S. GERMANTOWN RD.
SUITE 224
GERMANTOWN
TN 38138
United States
Operating Hours
8:00 A.M. TO 5:00 P.M.
Monday - Friday
Phone
901-757-4448

ReceiptFinancials

Total AUM
$164.5M
Accounts
495
Discretionary
$164.2M
Accounts
494
Non-Discretionary
$301.7K
Accounts
1

ContactClients

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Individual Clients
400
AUM
$128.3M
HNW Individual Clients
95
AUM
$35.9M
Corporation or Business Clients
1
AUM
$291.8K

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementOther Services
Other Services
AI ASSISTED MODELS PLATFORM
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
SHARE IN THIRD PARTY ADVISORY FEES

Shield checkCompliance

Disclosures

None reported

State Registrations
ARGALAMSTNTX

HandshakeAffiliates

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

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