5210 Maryland Way
Ste 202
Brentwood, Tennessee 37027
Tel: 615-370-8988
CALDWELL ADVISORS, LLC, formally registered with the SEC as CALDWELL ADVISORS, LLC. The firm was established in 11/18/2015. They have over 4 offices throughout the country.
CALDWELL ADVISORS, LLC is a Brentwood, Tennessee based Financial Planning firm with nearly $279,123,478 assets under management, offering retirement planning & investment advisory services to 991 clients. The firm is staffed with 9 experienced financial planners.
SEC Current Status | Approved |
Firm CRD# | 144408 |
SEC# | 801-106730 |
Assets Managed by Firm | $279,123,478 |
No. of Clients | 991 |
No. of Advisors | 9 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 991 | $279,123,478 |
Individuals (other than high net worth individuals) | 581 | $112,756,904 |
High net worth individuals | 133 | $152,977,119 |
Pension and profit sharing plans | 7 | $10,349,920 |
Charitable organizations | 2 | $245,712 |
Corporations or other businesses | 2 | $2,793,823 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$582,388,000,000 | 58634 | 4134 | |
$18,829,944,477 | 44 | 39 | |
$11,300,952,063 | 9360 | 224 | |
$10,041,415,942 | 9 | 46 | |
$9,208,094,171 | 220 | 41 |
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