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Building 2LORI A. DODSON AND ASSOCIATES, LLC

Map pinNASHVILLE, TN
Phone615-242-3808
NotebookSEC #801-56334
Total AUM
$36.2M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2505 21ST AVENUE SOUTH
SUITE 440
NASHVILLE
TN 37212
USA
Operating Hours
BY APPOINTMENT
Monday - Friday
Phone
615-242-3808

ReceiptFinancials

Total AUM
$36.2M
Accounts
189
Discretionary
$27.8M
Accounts
159
Non-Discretionary
$8.4M
Accounts
30

ContactClients

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None reported

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
ALTN

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

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