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Building 2MAKE THE MEMORY FINANCIAL PLANNING

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Phone423-218-2822
NotebookSEC #801-130457
Total AUM
$8.8M
Employees
2
Clients
38

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
9:30 - 4:30
Monday - Friday
Phone
423-218-2822

ReceiptFinancials

Total AUM
$8.8M
Accounts
161
Discretionary
$8.8M
Accounts
161
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
33
AUM
$8M
HNW Individual Clients
5
AUM
$855.1K

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementOther Services
Other Services
SUB ADVISORY SERVICES
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
MATX

HandshakeAffiliates

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

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