Adviser Profile
| As of Date | 11/22/2025 |
| Registration status | Terminated |
| ADV Location | MANCHESTER, TN, United States |
| Contact Info | (93 xxxxxxx |
| AUM* | 53,632,750 -47% |
| of that, discretionary | 53,632,750 -47% |
| Number of Employees | 3 -25% |
| of those in investment advisory functions | 2 -33% |
| Private Fund GAV* | 0 |
| Avg Account Size | 130,812 -24% |
| % High Net Worth | 5.62% 142% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Compensation Arrangments
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Reported AUM
1
1
1
1
Private Funds
No private funds