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Building 2HS WEALTH PARTNERS

Map pinNASHVILLE, TN
Phone(505) 361-2223
NotebookSEC #801-129998
Total AUM
$481.2M
Employees
5
Clients
285

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
25 MUSIC SQUARE EAST
SUITE 200
NASHVILLE
TN 37203
United States
Operating Hours
BY APPOINTMENT
Monday - Friday
Phone
(505) 361-2223
Other Offices
4

ReceiptFinancials

Total AUM
$481.2M
Accounts
626
Discretionary
$481.2M
Accounts
626
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
169
AUM
$103.5M
HNW Individual Clients
96
AUM
$329.3M
Pension/Profit Sharing Plan Clients
20
AUM
$48.4M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCANMNYTNTX

HandshakeAffiliates

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

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