PREMIER PRIVATE WEALTH, LLC - Financial Advisor in Tennessee, Franklin

Tel: 615-777-2125 725 Cool Springs Blvd. Unit 460 Franklin, Tennessee 37067

About PREMIER PRIVATE WEALTH, LLC

PREMIER PRIVATE WEALTH, LLC is a Franklin, Tennessee based financial advisory firm with nearly $263,535,376 in assets under management and provides investment advisory services for 197 clients. There are currently 8 financial advisors at the firm.

General Information

Firm CRD#:

314516

Firm SEC#:

801-121765

Assets Under Management:

$263,535,376

No. of Clients:

197

No. of Advisors:

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Selection for other advisors
Other (FAMILY OFFICE AND WEALTH PLANNING SERVICES)

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

801-108697

3513

$1,065,305,770

BEACON CAPITAL MANAGEMENT, LLC

156228

801-106678

5216

$859,198,792

CYPRESS CAPITAL, LLC

171266

801-79771

1534

$413,509,631

OPTIVISE ADVISORY SERVICES LLC

301764

801-115232

1611

$254,523,042

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161352

801-127547

707

$225,764,268

AGP FRANKLIN, LLC

331699

801-130499

649

$195,168,875

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192

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318048

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$102,627,689

SAVVYFI

304337

801-116822

276

$624,849

SMITH WYND CAPITAL LLC

333042

801-131244

Not Disclosed

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