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Building 2FAMILY WEALTH MANAGEMENT LLC

Map pinNASHVILLE, TN
Phone615-383-8600
NotebookSEC #801-54719
Total AUM
$16M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2000 GLEN ECHO RD
SUITE 101
NASHVILLE
TN 37215
USA
Operating Hours
8:30 A.M. TO 5:00 P.M.
Monday - Friday
Phone
615-383-8600

ReceiptFinancials

Total AUM
$16M
Accounts
25
Discretionary
$16M
Accounts
25
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations

None reported

HandshakeAffiliates

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

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