Overview

Firm is an independent wealth management firm that specializes in Family Wealth Planning for affluent clients. We have three FAs with 250 million AUM, we are about 70% fee based with 30% in commissionable business. We have two locations in Chattanooga, but have clients in 25+ states.


Last Activity
6 months or more

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred

Third Party Money Managers

Blurred

Mutual Funds

Blurred Blurred Blurred Blurred Blurred

Variable Annuities

Blurred Blurred

Insurance Business

Blurred Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred
Resources
Loading...