1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2SEVEN SPRINGS WEALTH GROUP

Map pinBRENTWOOD, TN
Phone615-370-1253
NotebookSEC #801-64641
Total AUM
$1.4B
Employees
15
Clients
400

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
340 SEVEN SPRINGS WAY
SUITE 710
BRENTWOOD
TN 37027-4536
United States
Operating Hours
8:00 A.M. TO 5:00 P.M.
Monday - Friday
Phone
615-370-1253

ReceiptFinancials

Total AUM
$1.4B
Accounts
1,771
Discretionary
$1.2B
Accounts
1,645
Non-Discretionary
$201.3M
Accounts
126

ContactClients

View more in analytics →

Individual Clients
183
AUM
$84.2M
HNW Individual Clients
201
AUM
$1.2B
Pension/Profit Sharing Plan Clients
16
AUM
$152.8M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLGAKYMSNHTNTX

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account