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Building 2CRAVENS & COMPANY WEALTH MANAGEMENT

Map pinCOOKEVILLE, TN
Phone(931) 528-6865
NotebookSEC #801-112875
Total AUM
$311.1M
Employees
6
Clients
227

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1080 INTERSTATE DRIVE
COOKEVILLE
TN 38501
United States
Operating Hours
8:00 A.M. - 5:00 P.M.
Monday - Friday
Phone
(931) 528-6865

ReceiptFinancials

Total AUM
$311.1M
Accounts
541
Discretionary
$311.1M
Accounts
541
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
133
AUM
$35.5M
HNW Individual Clients
78
AUM
$241.9M
Pension/Profit Sharing Plan Clients
3
AUM
$1.5M
Charitable Organization Clients
3
AUM
$1.3M
Government Entity Clients
1
AUM
$17.2M
Corporation or Business Clients
9
AUM
$13.6M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
FLTNTX

HandshakeAffiliates

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

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