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Building 2BOLEN DODSON & ASSOCIATES

Map pinBRENTWOOD, TN
Phone615-242-3808
NotebookSEC #801-67615
Total AUM
$61.6M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
7003 CHADWICK DR
SUITE 350
BRENTWOOD
TN 37027
United States
Operating Hours
8:30AM-4:30PM
BY APPOINTMENT
Phone
615-242-3808

ReceiptFinancials

Total AUM
$61.6M
Accounts
303
Discretionary
$60.7M
Accounts
290
Non-Discretionary
$976.9K
Accounts
13

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPublications
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
SELECTION OF OTHER ADVISORS

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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