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Building 2TRUSTCORE FINANCIAL SERVICES, LLC

Map pinBRENTWOOD, TN
Phone615-377-1177
NotebookSEC #801-17538
Total AUM
$2.4B
Employees
46
Clients
2,113

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
5314 MARYLAND WAY
SUITE 300
BRENTWOOD
TN 37027-6219
United States
Operating Hours
8:00 AM - 5:00 PM
M - TH, 8:00 AM - 5: 00 PM, F 8:00 AM - 4:00 PM
Phone
615-377-1177

ReceiptFinancials

Total AUM
$2.4B
Accounts
7,758
Discretionary
$2.2B
Accounts
5,946
Non-Discretionary
$205.5M
Accounts
1,812

ContactClients

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Individual Clients
1,500
AUM
$462.1M
HNW Individual Clients
595
AUM
$1.9B
Pooled Vehicle Clients
1
AUM
$3.3M
Charitable Organization Clients
16
AUM
$56.7M
Corporation or Business Clients
1
AUM
$785.1K

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementPension ConsultingPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures
SEC/CFTC Order EntrySEC/CFTC Violation Finding
State Registrations
ALARCACODCFLGAILINKYLAMDMIMOMSNCNVNYOHORPASCTNTXVAWAWI

HandshakeAffiliates

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Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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