Overview
Assets Under Management: $304 million
Headquarters: NASHVILLE, TN
High-Net-Worth Clients: 2
Average Client Assets: $113 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 2
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 74.68
Average High-Net-Worth Client Assets: $113 million
Total Client Accounts: 1,412
Discretionary Accounts: 1,412
Regulatory Filings
CRD Number: 321606
Filing ID: 2008786
Last Filing Date: 2025-08-12 10:08:00
Website: https://ajadvice.com