Adviser Profile

As of Date 12/07/2023
Registration status Terminated
ADV Location BRENTWOOD, TN, United States
Contact Info 615 xxxxxxx
Websites
AUM* 1,270,570,413 -19%
of that, discretionary 1,270,570,413 -19%
Number of Employees 4
of those in investment advisory functions 4
Private Fund GAV* 0
Avg Account Size 30,989,522 -13%
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Corporations or other businesses not listed above

Advisory Activities

- Portfolio management for businesses

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

2B 2B 1B 1B 786M 524M 262M
2016 2017 2018 2019 2020 2021 2022 2023
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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