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Building 2VALTRION CAPITAL MANAGEMENT, LLC

Map pinFRANKLIN, TN
Phone833-856-2088
NotebookSEC #801-130820
Total AUM
$287.3M
Employees
6
Clients
188

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
701 COOL SPRINGS BLVD
SUITE 340
FRANKLIN
TN 37067
United States
Operating Hours
9:00AM - 5:00PM
Monday - Friday
Phone
833-856-2088
Other Offices
6

ReceiptFinancials

Total AUM
$287.3M
Accounts
438
Discretionary
$287.3M
Accounts
438
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
143
AUM
$43.3M
HNW Individual Clients
45
AUM
$244M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
ARAZCACOFLNJTNTX

HandshakeAffiliates

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Affiliates
Reported 5 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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