Overview
Assets Under Management: $226 million
Headquarters: COOKEVILLE, TN
High-Net-Worth Clients: 69
Average Client Assets: $3 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Educational Seminars
Clients
Number of High-Net-Worth Clients: 69
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 71.70
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 517
Discretionary Accounts: 517
Regulatory Filings
CRD Number: 130071
Last Filing Date: 2024-11-27 00:00:00
Website: https://cravensco.com