RODEFER MOSS WEALTH MANAGEMENT GROUP, LLC
Total AUM
$31M
Employees
3Clients
0Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
185 SERRAL DRIVE
GREENEVILLE
TN 37743
USA
GREENEVILLE
TN 37743
USA
Operating Hours
8:00 A.M. - 5:00 P.M.
Monday - Friday
Monday - Friday
Phone
423/638-8144
Financials
Total AUM
$31M
Accounts
203Discretionary
$29.2M
Accounts
184Non-Discretionary
$1.7M
Accounts
19
Clients
None reported
Services
Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
TN
Affiliates
Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.