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Building 2RODEFER MOSS WEALTH MANAGEMENT GROUP, LLC

Map pinGREENEVILLE, TN
Phone423/638-8144
NotebookSEC #801-61014
Total AUM
$31M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
185 SERRAL DRIVE
GREENEVILLE
TN 37743
USA
Operating Hours
8:00 A.M. - 5:00 P.M.
Monday - Friday
Phone
423/638-8144

ReceiptFinancials

Total AUM
$31M
Accounts
203
Discretionary
$29.2M
Accounts
184
Non-Discretionary
$1.7M
Accounts
19

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
TN

HandshakeAffiliates

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

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