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Building 2QUANTS COMPETE

Map pinBRENTWOOD, TN
Phone(510) 788-0774
NotebookSEC #801-121136
Total AUM
$2M
Employees
1
Clients
11

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
785 OLD HICKORY BLVD
SUITE 301
BRENTWOOD
TN 37027
United States
Operating Hours
8AM-5PM CST
Monday - Friday
Phone
(510) 788-0774

ReceiptFinancials

Total AUM
$2M
Accounts
11
Discretionary
$2M
Accounts
11
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
10
AUM
$715.6K
Corporation or Business Clients
1
AUM
$1.3M

Briefcase businessServices

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Services Offered
Individual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
TN

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

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