Overview

Assets Under Management: $397 million
Headquarters: NASHVILLE, TN
High-Net-Worth Clients: 48
Average Client Assets: $5 million

Services Offered

Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection

Clients

Number of High-Net-Worth Clients: 48
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 65.64
Average High-Net-Worth Client Assets: $5 million
Total Client Accounts: 1,466
Discretionary Accounts: 1,466

Regulatory Filings

CRD Number: 288944
Filing ID: 1998124
Last Filing Date: 2025-07-28 15:07:00
Website: https://musicrowwealthmanagement.com