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Building 2PLANROCK WEALTH STRATEGIES, LLC

Map pinBRENTWOOD, TN
Phone800-677-6025
NotebookSEC #801-118167
Total AUM
$71M
Employees
7
Clients
55

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
109 WESTPARK DR
SUITE 105
BRENTWOOD
TN 37027
United States
Operating Hours
9AM - 2PM
Monday - Friday
Phone
800-677-6025

ReceiptFinancials

Total AUM
$71M
Accounts
146
Discretionary
$71M
Accounts
146
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
35
AUM
$41.1M
HNW Individual Clients
16
AUM
$16M
Investment Company Clients
1
AUM
$11M
Charitable Organization Clients
1
AUM
$971K
Corporation or Business Clients
2
AUM
$2M

Briefcase businessServices

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Services Offered
Company Portfolio ManagementIndividual Portfolio ManagementOther Services
Other Services
INVESTMENT CONSULTING TO OTHER INVESTMENT ADVISORS
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
GATNTX

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

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