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Building 2LAKEWOOD FINANCIAL PLANNING, INC.

Map pinBRENTWOOD, TN
Phone615-324-1220
NotebookSEC #801-63253
Total AUM
$550K
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
105 WESTPARK DRIVE, SUITE 420
BRENTWOOD
TN 37027
USA
Operating Hours
9:00 A.M. - 5:00 P.M.
Monday - Friday
Phone
615-324-1220

ReceiptFinancials

Total AUM
$550K
Accounts
3
Discretionary
$550K
Accounts
3
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension ConsultingPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
LATN

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

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