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Building 2ELLIS FINANCIAL PLANNING

Map pinCLARKSVILLE, TN
Phone931-905-0050
NotebookSEC #801-131209
Total AUM
$180.7M
Employees
7
Clients
331

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2681 TOWNSEND CT.
CLARKSVILLE
TN 37043
United States
Operating Hours
8:00 AM - 4:30 PM
Monday - Friday
Phone
931-905-0050

ReceiptFinancials

Total AUM
$180.7M
Accounts
891
Discretionary
$157.6M
Accounts
832
Non-Discretionary
$23.1M
Accounts
59

ContactClients

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Individual Clients
288
AUM
$86.2M
HNW Individual Clients
42
AUM
$94.3M
Corporation or Business Clients
1
AUM
$229.5K

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
KYNYTNTX

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

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