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Building 2GOODPASTURE GRAY

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Phone(615) 601-3330
NotebookSEC #801-99372
Total AUM
$311M
Employees
2
Clients
101

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
8:00 AM - 4:00 PM
Monday - Friday
Phone
(615) 601-3330
Other Offices
2

ReceiptFinancials

Total AUM
$311M
Accounts
328
Discretionary
$311M
Accounts
328
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
85
AUM
$11.7M
HNW Individual Clients
13
AUM
$278.4M
Charitable Organization Clients
2
AUM
$20.9M
Corporation or Business Clients
1
AUM
$4.2K

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementOther Services
Other Services
GENERAL CONSULTING SERVICES
Compensation Types
Charges CommissionCharges Fixed FeeCharges Hourly FeeCharges Percentage AUM

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Disclosures

None reported

State Registrations
NMTNTX

HandshakeAffiliates

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

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