CRITERION CAPITAL ADVISORS LLC
Total AUM
$460.6M
Employees
6Clients
354Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
4515 HARDING PIKE
STE 300
NASHVILLE
TN 37205
United States
STE 300
NASHVILLE
TN 37205
United States
Operating Hours
8:00AM - 5:00PM
Monday - Friday
Monday - Friday
Phone
615-292-6889
Financials
Total AUM
$460.6M
Accounts
1,045Discretionary
$460.6M
Accounts
1,045Non-Discretionary
$0
Accounts
0
Clients
Individual Clients
255AUM
$125.7M
HNW Individual Clients
97AUM
$315.9M
Charitable Organization Clients
1AUM
$4M
Corporation or Business Clients
1AUM
$15M
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
ALCAFLGALANCNETNTX
Affiliates
Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.