| As of Date | 08/04/2024 |
| Registration status | Terminated |
| ADV Location | NASHVILLE, TN, United States |
| Contact Info | 212 xxxxxxx |
| Websites |
| AUM* | 266,000,000 16% |
| of that, discretionary | 266,000,000 16% |
| Number of Employees | |
| of those in investment advisory functions | |
| Private Fund GAV* | 0 |
| Avg Account Size | 266,000,000 16% |
| SMA’s | Yes |
| Private Funds | 0 |
- Corporations or other businesses not listed above
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
No private funds