Overview
Assets Under Management: $146 million
Headquarters: NASHVILLE, TN
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Total Client Accounts: 213
Discretionary Accounts: 171
Non-Discretionary Accounts: 42
Regulatory Filings
CRD Number: 334028
Filing ID: 2001572
Last Filing Date: 2025-07-02 11:31:00
Website: https://dinsmorecomplianceservices.com