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Building 2HHM WEALTH ADVISORS, LLC

Map pinCHATTANOOGA, TN
Phone423-826-1670
NotebookSEC #801-70419
Total AUM
$1.5B
Employees
20
Clients
1,238

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1181 KING STREET
CHATTANOOGA
TN 37403
United States
Operating Hours
8:00 AM TO 5:00 PM
Monday - Friday
Phone
423-826-1670
Other Offices
2

ReceiptFinancials

Total AUM
$1.5B
Accounts
3,383
Discretionary
$1.5B
Accounts
3,361
Non-Discretionary
$21.2M
Accounts
22

ContactClients

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Individual Clients
828
AUM
$320.3M
HNW Individual Clients
352
AUM
$1.1B
Banking Clients
3
AUM
$3.5M
Pension/Profit Sharing Plan Clients
33
AUM
$17.7M
Charitable Organization Clients
5
AUM
$15.3M
Corporation or Business Clients
17
AUM
$15.7M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ALCAFLGALAMDMSNCNHOHSCTNTXVAWI

HandshakeAffiliates

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

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