Overview
Assets Under Management: $264 million
Headquarters: FRANKLIN, TN
High-Net-Worth Clients: 74
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: 74
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 77.24
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 197
Discretionary Accounts: 197
Regulatory Filings
CRD Number: 314516
Last Filing Date: 2025-03-05 00:00:00
Website: https://ppw.financial