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Building 2CRITERION CAPITAL ADVISORS LLC

Map pinNASHVILLE, TN
Phone615-292-6889
NotebookSEC #801-113152
Total AUM
$460.6M
Employees
6
Clients
354

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
4515 HARDING PIKE
STE 300
NASHVILLE
TN 37205
United States
Operating Hours
8:00AM - 5:00PM
Monday - Friday
Phone
615-292-6889

ReceiptFinancials

Total AUM
$460.6M
Accounts
1,045
Discretionary
$460.6M
Accounts
1,045
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
255
AUM
$125.7M
HNW Individual Clients
97
AUM
$315.9M
Charitable Organization Clients
1
AUM
$4M
Corporation or Business Clients
1
AUM
$15M

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
ALCAFLGALANCNETNTX

HandshakeAffiliates

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

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