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Building 2PREMIER PRIVATE WEALTH, LLC

Map pinFRANKLIN, TN
Phone615-777-2125
NotebookSEC #801-121765
Total AUM
$263.5M
Employees
8
Clients
194

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
725 COOL SPRINGS BLVD.
UNIT 460
FRANKLIN
TN 37067
United States
Operating Hours
8:30 AM - 4:45 PM
Monday - Friday
Phone
615-777-2125

ReceiptFinancials

Total AUM
$263.5M
Accounts
197
Discretionary
$263.5M
Accounts
197
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
114
AUM
$48.3M
HNW Individual Clients
74
AUM
$203.6M
Charitable Organization Clients
1
AUM
$7.7M
Corporation or Business Clients
5
AUM
$4M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementOther ServicesPension Consulting
Other Services
FAMILY OFFICE AND WEALTH PLANNING SERVICES
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLKYOHTNTX

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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