Overview
Assets Under Management: $461 million
Headquarters: NASHVILLE, TN
High-Net-Worth Clients: 97
Average Client Assets: $3 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 97
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 68.60
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 1,045
Discretionary Accounts: 1,045
Regulatory Filings
CRD Number: 295954
Last Filing Date: 2024-07-25 00:00:00
Website: https://criterionadv.com