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Building 2AGP FRANKLIN, LLC

Map pinFRANKLIN, TN
Phone615-778-9842
NotebookSEC #801-130499
Total AUM
$247.1M
Employees
7
Clients
456

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3326 ASPEN GROVE DRIVE
SUITE 602
FRANKLIN
TN 37067
United States
Operating Hours
8:00 AM - 4:00 PM
Monday - Friday
Phone
615-778-9842
Other Offices
1

ReceiptFinancials

Total AUM
$247.1M
Accounts
733
Discretionary
$212.8M
Accounts
615
Non-Discretionary
$34.3M
Accounts
118

ContactClients

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Individual Clients
371
AUM
$73M
HNW Individual Clients
85
AUM
$174M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ALFLGALAMSTNTXWA

HandshakeAffiliates

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

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