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Building 2CALDWELL ADVISORS, LLC

Map pinBRENTWOOD, TN
Phone615-370-8988
NotebookSEC #801-68359
Total AUM
$41M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
5210 MARYLAND WAY
STE 202
BRENTWOOD
TN 37027
United States
Operating Hours
8:00 AM - 4:30 PM
Monday - Friday
Phone
615-370-8988

ReceiptFinancials

Total AUM
$41M
Accounts
110
Discretionary
$25M
Accounts
68
Non-Discretionary
$16M
Accounts
42

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
TNTXVA

HandshakeAffiliates

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

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