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Building 2OLIVE BRANCH CAPITAL, LLC

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Phone(901) 338-3400
NotebookSEC #801-127490
Total AUM
$140.2M
Employees
3
Clients
143

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
8:00 AM - 5:00 PM
Monday - Friday
Phone
(901) 338-3400
Other Offices
1

ReceiptFinancials

Total AUM
$140.2M
Accounts
305
Discretionary
$140.2M
Accounts
305
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
102
AUM
$29.4M
HNW Individual Clients
40
AUM
$110.8M
Charitable Organization Clients
1
AUM
$43.6K

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
LAMSTNTX

HandshakeAffiliates

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

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