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Building 2SPRINGLAKE FINANCIAL PARTNERS

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Phone(615) 659-0220
NotebookSEC #801-136006
Total AUM
$104.8M
Employees
2
Clients
55

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
8AM-5PM
BY APPOINTMENT ONLY
Phone
(615) 659-0220
Other Offices
1

ReceiptFinancials

Total AUM
$104.8M
Accounts
211
Discretionary
$104.8M
Accounts
211
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
25
AUM
$13.2M
HNW Individual Clients
29
AUM
$91.4M
Corporation or Business Clients
1
AUM
$171.2K

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
TN

HandshakeAffiliates

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

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