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Building 2GREENSVIEW WEALTH MANAGEMENT

Map pinFRANKLIN, TN
Phone615-551-3050
NotebookSEC #801-113535
Total AUM
$121.1M
Employees
5
Clients
180

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
501 CORPORATE CENTER DRIVE
SUITE 315
FRANKLIN
TN 37067
United States
Operating Hours
8:00 AM TO 5:00 PM
Monday - Friday
Phone
615-551-3050
Other Offices
1

ReceiptFinancials

Total AUM
$121.1M
Accounts
373
Discretionary
$62.1M
Accounts
194
Non-Discretionary
$59M
Accounts
179

ContactClients

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Individual Clients
144
AUM
$44.8M
HNW Individual Clients
34
AUM
$72.5M
Pension/Profit Sharing Plan Clients
1
AUM
$1.9M
Corporation or Business Clients
1
AUM
$1.9M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
TNTX

HandshakeAffiliates

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

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