Overview
Assets Under Management: $1.2 billion
Headquarters: GOODLETTSVILLE, TN
High-Net-Worth Clients: 14
Average Client Assets: $42 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 14
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 50.08
Average High-Net-Worth Client Assets: $42 million
Total Client Accounts: 2,559
Non-Discretionary Accounts: 2,559
Regulatory Filings
CRD Number: 119342
Filing ID: 2008158
Last Filing Date: 2025-08-06 15:05:00
Website: https://myrialawyer.com