GREENSVIEW WEALTH MANAGEMENT - Financial Advisor in Tennessee, Franklin

Tel: 615-551-3050 501 Corporate Center Drive Suite 315 Franklin, Tennessee 37067

About GREENSVIEW WEALTH MANAGEMENT

GREENSVIEW WEALTH MANAGEMENT is a Franklin, Tennessee based financial advisory firm with nearly $121,096,000 in assets under management and provides investment advisory services for 373 clients. There are currently 5 financial advisors at the firm.

General Information

Firm CRD#:

297321

Firm SEC#:

801-113535

Assets Under Management:

$121,096,000

No. of Clients:

373

No. of Advisors:

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
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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148781

801-69908

1992

$1,350,928,526

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285903

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3513

$1,065,305,770

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156228

801-106678

5216

$859,198,792

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171266

801-79771

1534

$413,509,631

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314516

801-121765

197

$263,535,376

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Not Disclosed

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