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Building 2EUDAIMONIA ASSET MANAGEMENT, LLC

Map pinWINCHESTER, TN
Phone931-968-1127
NotebookSEC #801-114588
Total AUM
$246.9M
Employees
4
Clients
684

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1791 BYPASS RD
WINCHESTER
TN 37398
United States
Operating Hours
8:30-4:30
Monday - Friday
Phone
931-968-1127
Other Offices
1

ReceiptFinancials

Total AUM
$246.9M
Accounts
985
Discretionary
$246.9M
Accounts
985
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
567
AUM
$128.8M
HNW Individual Clients
111
AUM
$112M
Pension/Profit Sharing Plan Clients
3
AUM
$2.1M
Charitable Organization Clients
2
AUM
$3.8M
Corporation or Business Clients
1
AUM
$141.1K

Briefcase businessServices

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Services Offered
EducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPublications
Compensation Types
Charges Other Fee
Other Compensation
BASIS POINT PLATFORM FEE

Shield checkCompliance

Disclosures

None reported

State Registrations
TN

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 2 other businesses.

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