Overview
Assets Under Management: $226 million
Headquarters: FRANKLIN, TN
High-Net-Worth Clients: 53
Average Client Assets: $4 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 53
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 86.25
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 707
Discretionary Accounts: 707
Regulatory Filings
CRD Number: 161352
Last Filing Date: 2025-02-07 00:00:00
Website: https://efinancialalliance.com