SAGEGUARD FINANCIAL GROUP, LLC - Financial Advisor in Tennessee, Goodlettsville

Tel: (615) 859-4567 3066 Business Park Circle Goodlettsville, Tennessee 37072

About SAGEGUARD FINANCIAL GROUP, LLC

SAGEGUARD FINANCIAL GROUP, LLC is a Goodlettsville, Tennessee based financial advisory firm with nearly $607,720,000 in assets under management and provides investment advisory services for 3583 clients. There are currently 10 financial advisors at the firm.

General Information

Firm CRD#:

160266

Firm SEC#:

801-127052

Assets Under Management:

$607,720,000

No. of Clients:

3583

No. of Advisors:

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Selection for other advisors
Education seminars/workshops

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

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Top Financial Advisory Firms in Tennessee, Goodlettsville

FirmCRD#:119342

SEC#:801-128081

No. of Advisors:23

No. of Clients:1492

AUM:$283,976,191

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

PAUL WINKLER, INC.

119342

801-128081

1492

$283,976,191

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