Overview
Assets Under Management: $282 million
Headquarters: NASHVILLE, TN
High-Net-Worth Clients: 63
Average Client Assets: $3 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 63
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 66.10
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 376
Discretionary Accounts: 375
Non-Discretionary Accounts: 1
Regulatory Filings
CRD Number: 149764
Last Filing Date: 2025-02-07 00:00:00
Website: https://hmscm.com