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Building 2BELLWETHER INVESTMENT GROUP, LLC

Map pinHIXSON, TN
Phone423-698-6256
NotebookSEC #801-69529
Total AUM
$155.1M
Employees
6
Clients
315

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
5502 HIXSON PIKE
SUITE G
HIXSON
TN 37343
United States
Operating Hours
9:00 - 5:00
Monday - Friday
Phone
423-698-6256
Other Offices
5

ReceiptFinancials

Total AUM
$155.1M
Accounts
670
Discretionary
$155.1M
Accounts
670
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
271
AUM
$54.6M
HNW Individual Clients
42
AUM
$98.9M
Charitable Organization Clients
1
AUM
$602.1K
Corporation or Business Clients
1
AUM
$928.1K

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
ALFLGAILMINCOHTNTX

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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