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Building 2VALUES FIRST ADVISORS, INC.

Map pinJOHNSON CITY, TN
Phone877-832-3847
NotebookSEC #801-70391
Total AUM
$215.4M
Employees
12
Clients
968

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
801 SUNSET DRIVE
SUITE C100
JOHNSON CITY
TN 37604
United States
Operating Hours
8:30 AM - 5:00 PM
Monday - Friday
Phone
877-832-3847
Other Offices
3

ReceiptFinancials

Total AUM
$215.4M
Accounts
1,455
Discretionary
$212M
Accounts
1,318
Non-Discretionary
$3.4M
Accounts
137

ContactClients

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Individual Clients
894
AUM
$148.3M
HNW Individual Clients
73
AUM
$65M
Charitable Organization Clients
1
AUM
$2.1M

Briefcase businessServices

View ADV Part 2 brochures →

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
ALARFLGAIAILKSKYLAMIMOMSNCNMNYOHOKPASCTNTXVA

HandshakeAffiliates

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

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