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Building 2PRUDENT STREET FINANCIAL ADVISORS, LLC

Map pinBRENTWOOD, TN
Phone615-523-0660
NotebookSEC #801-74401
Total AUM
$302.7M
Employees
7
Clients
154

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
104 CONTINENTAL PLACE
SUITE 100
BRENTWOOD
TN 37027
United States
Operating Hours
8:00 AM TO 5:00 PM
Monday - Friday
Phone
615-523-0660

ReceiptFinancials

Total AUM
$302.7M
Accounts
458
Discretionary
$163M
Accounts
423
Non-Discretionary
$139.7M
Accounts
35

ContactClients

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Individual Clients
77
AUM
$24.3M
HNW Individual Clients
60
AUM
$140.7M
Pension/Profit Sharing Plan Clients
14
AUM
$137.3M
Corporation or Business Clients
3
AUM
$443.3K

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
MSTN

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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