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Building 2CREATIVE INVESTMENT GROUP

Map pinNASHVILLE, TN
Phone615 949 9629
NotebookSEC #801-131641
Total AUM
$209M
Employees
8
Clients
144

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
30 BURTON HILLS
SUITE 550
NASHVILLE
TN 37215
United States
Operating Hours
8:30 TO 4:00
Monday - Friday
Phone
615 949 9629

ReceiptFinancials

Total AUM
$209M
Accounts
386
Discretionary
$209M
Accounts
386
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
94
AUM
$32.1M
HNW Individual Clients
50
AUM
$177M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
FLLAMIPATNTX

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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