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Building 2ENVISION WEALTH PLANNING

Map pinBRENTWOOD, TN
Phone615-242-3808
NotebookSEC #801-96210
Total AUM
$84.6M
Employees
6
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
7003 CHADWICK DR
SUITE 350
BRENTWOOD
TN 37027
United States
Operating Hours
8:30AM-4:30PM
BY APPOINTMENT
Phone
615-242-3808

ReceiptFinancials

Total AUM
$84.6M
Accounts
370
Discretionary
$83.6M
Accounts
357
Non-Discretionary
$1M
Accounts
13

ContactClients

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None reported

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
TNTX

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

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