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Building 2FINANCIAL PARTNERS GROUP, LLC

Map pinGALLATIN, TN
Phone615-230-9700
NotebookSEC #801-77574
Total AUM
$638.6M
Employees
6
Clients
440

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
607 COMMONS DRIVE
GALLATIN
TN 37066
United States
Operating Hours
9:00AM - 4:00PM
Monday - Friday
Phone
615-230-9700

ReceiptFinancials

Total AUM
$638.6M
Accounts
1,103
Discretionary
$638.6M
Accounts
1,103
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
107
AUM
$148.8M
HNW Individual Clients
332
AUM
$446.5M
Pension/Profit Sharing Plan Clients
1
AUM
$43.3M

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
ALGALANETNTX

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

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