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Building 2CRI WEALTH ADVISORS, L.L.C.

Map pinBOWLING GREEN, KY
Phone(270) 782-0700
NotebookSEC #801-77137
Total AUM
$145.6M
Employees
8
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
927 COLLEGE STREET
BOWLING GREEN
KY 42101
United States
Operating Hours
8:00 AM - 5:00 PM
Monday - Friday
Phone
(270) 782-0700

ReceiptFinancials

Total AUM
$145.6M
Accounts
1,510
Discretionary
$20.3M
Accounts
49
Non-Discretionary
$125.2M
Accounts
1,461

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges CommissionCharges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLKYTN

HandshakeAffiliates

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

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