Market
RIA
Member Level
Basic
Last Activity
this week
Profile Age
372 days old
General
Location
Nashville, TN, US
Profile Type
Buyer
Business Type
Registered Investment Advisor
Fee 0% Commission 100%
AUM
$100,000,000.00
Gross Revenue
$1,500,000.00
# of Accounts
15
Avg Client Age
55
Overview

We manage institutional and private client assets. We are an independent 100% employee-owned firm. Our mission is to deliver financial performance to our clients while maintaining focus on our fiduciary duty to always put client needs ahead of our own. We are a fee-only registered investment advisor.

We are growing organically and open to scale via acquisition assuming the correct cultural fit.

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