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Building 2HMS INVESTMENT ADVISORS

Map pinNASHVILLE, TN
Phone615-829-7200
NotebookSEC #801-78569
Total AUM
$281.9M
Employees
8
Clients
162

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
5130 ASHLAND CITY HWY
NASHVILLE
TN 37218
United States
Operating Hours
8:30 - 4:00
Monday - Friday
Phone
615-829-7200

ReceiptFinancials

Total AUM
$281.9M
Accounts
376
Discretionary
$281.9M
Accounts
375
Non-Discretionary
$9.2K
Accounts
1

ContactClients

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Individual Clients
90
AUM
$59.4M
HNW Individual Clients
63
AUM
$186.4M
Charitable Organization Clients
6
AUM
$34M
Investment Advisor Clients
1
AUM
$82
Corporation or Business Clients
2
AUM
$2.1M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementOther Services
Other Services
ASSET ALLOCATION CONSULTING AND FAMILY OFFICE SERVICES
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ALTNTX

HandshakeAffiliates

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

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