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Building 2RAYBURN WEST FINANCIAL SERVICES

Map pinNASHVILLE, TN
Phone615-386-6932
NotebookSEC #801-118455
Total AUM
$242.6M
Employees
2
Clients
142

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
4117 HILLSBORO PIKE
SUITE 208
NASHVILLE
TN 37215
United States
Operating Hours
8:00 A.M. TO 5:00 P.M.
Monday - Friday
Phone
615-386-6932

ReceiptFinancials

Total AUM
$242.6M
Accounts
142
Discretionary
$198.1M
Accounts
133
Non-Discretionary
$44.5M
Accounts
9

ContactClients

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Individual Clients
82
AUM
$26.5M
HNW Individual Clients
59
AUM
$215.6M
Charitable Organization Clients
1
AUM
$491.5K

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

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 0 other businesses.

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