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SEVEN SPRINGS WEALTH GROUP
340 Seven Springs Way
Suite 710
Brentwood, Tennessee 37027-4536
Tel: 615-370-1253
About SEVEN SPRINGS WEALTH GROUP
SEVEN SPRINGS WEALTH GROUP, formally registered with the SEC as SEVEN SPRINGS WEALTH GROUP. The firm was established in 09/02/2005. They have over 2 offices throughout the country.
SEVEN SPRINGS WEALTH GROUP is a Brentwood, Tennessee based Financial Planning firm with nearly $765,139,458 assets under management, offering retirement planning & investment advisory services to 1057 clients. The firm is staffed with 10 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 127411 |
| SEC# | 801-64641 |
| Assets Managed by Firm | $765,139,458 |
| No. of Clients | 1057 |
| No. of Advisors | 10 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1057 | $765,139,458 |
| Individuals (other than high net worth individuals) | 106 | $44,442,467 |
| High net worth individuals | 112 | $720,696,991 |
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