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Building 2STRATEGIC ADVISORY SERVICES

Map pinMEMPHIS, TN
Phone901-751-2025
NotebookSEC #801-123188
Total AUM
$201.2M
Employees
10
Clients
254

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
6465 QUAIL HOLLOW ROAD
SUITE 301
MEMPHIS
TN 38120
United States
Operating Hours
8-5
Monday - Friday
Phone
901-751-2025
Other Offices
2

ReceiptFinancials

Total AUM
$201.2M
Accounts
464
Discretionary
$201.2M
Accounts
464
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
213
AUM
$74.9M
HNW Individual Clients
39
AUM
$110.7M
Charitable Organization Clients
2
AUM
$15.6M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio ManagementOther Services
Other Services
DERIVATIVES INVOLVING COVERED CALL OPTION STRATEGIES
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ARFLGALAMSTNTX

HandshakeAffiliates

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

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