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Financial Advisor

$50MM AUM | $300,000 GDC in Brentwood, TN

Member Level
Basic
Last Activity
6 months or more

Business Mix:

20% Comm
80% Fee

General

Location
Brentwood, TN, US
12 Month Gross Revenue
$300,000
Number of Accounts
125
Avg Client Age
35

Overview

We are a fee based IAR focusing primarily on 401k plans and retirement plan. We manage money using a proven core-satellite strategy. We are looking to grow by acquiring other like-minded firms.

 
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