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Building 2FUERST FINANCIAL GROUP, INC.

Map pinCHATTANOOGA, TN
Phone423-899-8555
NotebookSEC #801-136510
Total AUM
$100.9M
Employees
2
Clients
325

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
6005 CENTURY OAKS DRIVE
SUITE 700
CHATTANOOGA
TN 37416
United States
Operating Hours
8:30 AM TO 5:30 PM
FRIDAY 8:30AM - 5PM
Phone
423-899-8555

ReceiptFinancials

Total AUM
$100.9M
Accounts
542
Discretionary
$100.1M
Accounts
493
Non-Discretionary
$825.4K
Accounts
49

ContactClients

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Individual Clients
244
AUM
$47.1M
HNW Individual Clients
26
AUM
$47M
Charitable Organization Clients
6
AUM
$6M
Other Clients
49
AUM
$825.4K
Description of Other Clients
REITS

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementOther Services
Other Services
ESTATE AND LEGACY PLANNING
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
TN

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

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