1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2SAVVYFI

Map pinFRANKLIN, TN
Phone615-241-0144
NotebookSEC #801-116822
Total AUM
$1.9M
Employees
15
Clients
307

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
231 PUBLIC SQUARE
SUITE 300, PMB 6
FRANKLIN
TN 37064
United States
Operating Hours
9:00 AM CT - 4:00 PM CT
Monday - Friday
Phone
615-241-0144

ReceiptFinancials

Total AUM
$1.9M
Accounts
410
Discretionary
$1.9M
Accounts
410
Non-Discretionary
$0
Accounts
0

ContactClients

View more in analytics →

Individual Clients
307
AUM
$1.9M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Individual Portfolio Management
Compensation Types
Charges Fixed Fee

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOCTDCFLGAIAILINKYMAMDMIMNMOMSNCNJNYOHPARISCTNTXUTVAWAWIWV

HandshakeAffiliates

View all affiliates →

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

Feature requires an account