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Building 2AJ ADVISORS

Map pinNASHVILLE, TN
Phone615-709-8709
NotebookSEC #801-125760
Total AUM
$393.9M
Employees
5
Clients
416

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2726 LARMON DRIVE
NASHVILLE
TN 37204
United States
Operating Hours
8:00 - 5:00
Monday - Friday
Phone
615-709-8709
Other Offices
2

ReceiptFinancials

Total AUM
$393.9M
Accounts
1,483
Discretionary
$393.9M
Accounts
1,483
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
290
AUM
$69.5M
HNW Individual Clients
124
AUM
$322.5M
Pension/Profit Sharing Plan Clients
1
AUM
$1.7M
Charitable Organization Clients
1
AUM
$125.6K

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLGAINNCNHTNTXVA

HandshakeAffiliates

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

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