CALDWELL ADVISORS, LLC - Financial Advisor in Tennessee, Brentwood

Tel: 615-370-8988 5210 Maryland Way Ste 202 Brentwood, Tennessee 37027

About CALDWELL ADVISORS, LLC

CALDWELL ADVISORS, LLC is a Brentwood, Tennessee based financial advisory firm with nearly $322,739,217 in assets under management and provides investment advisory services for 1032 clients. There are currently 8 financial advisors at the firm.

General Information

Firm CRD#:

144408

Firm SEC#:

801-106730

Assets Under Management:

$322,739,217

No. of Clients:

1032

No. of Advisors:

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

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Financial AdvisorFirmCRD#SEC#No. of ClientsNo. of AdvisorsAUM

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$2,913,693,892

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801-55589

1655

$1,953,855,930

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328876

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$1,264,051,185

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801-72752

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