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Building 2OPTIVISE ADVISORY SERVICES LLC

Map pinFRANKLIN, TN
Phone855-378-1806
NotebookSEC #801-115232
Total AUM
$287.9M
Employees
25
Clients
1,234

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
109 HOLIDAY CT
SUITE A6
FRANKLIN
TN 37067
United States
Operating Hours
0800-1700
Monday - Friday
Phone
855-378-1806
Other Offices
21

ReceiptFinancials

Total AUM
$287.9M
Accounts
1,842
Discretionary
$287.9M
Accounts
1,842
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
1,180
AUM
$170.8M
HNW Individual Clients
47
AUM
$116.4M
Charitable Organization Clients
1
AUM
$354.1K
Corporation or Business Clients
6
AUM
$433.1K

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUMCharges Subscription Fee

Shield checkCompliance

Disclosures

None reported

State Registrations
ALARCACOFLGAINKSKYLAMEMNMONCOHOKPASCTNTXVAWI

HandshakeAffiliates

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

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