1080 Interstate Drive
Cookeville, Tennessee 38501
Tel: (931) 528-6865
CRAVENS & COMPANY WEALTH MANAGEMENT, formally registered with the SEC as CRAVENS & COMPANY WEALTH MANAGEMENT. The firm was established in 04/19/2018. They have over 1 offices throughout the country.
CRAVENS & COMPANY WEALTH MANAGEMENT is a Cookeville, Tennessee based Financial Planning firm with nearly $225,778,944 assets under management, offering retirement planning & investment advisory services to 517 clients. The firm is staffed with 5 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 130071 |
SEC# | 801-112875 |
Assets Managed by Firm | $225,778,944 |
No. of Clients | 517 |
No. of Advisors | 5 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 517 | $225,778,944 |
Individuals (other than high net worth individuals) | 139 | $32,723,791 |
High net worth individuals | 66 | $163,896,220 |
Pension and profit sharing plans | 3 | $1,655,225 |
Charitable organizations | 4 | $1,055,375 |
Corporations or other businesses | 8 | $10,696,129 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$651,482,000,000 | 62140 | 4565 | |
$14,371,072,726 | 37 | 37 | |
$13,961,190,744 | 9 | 48 | |
$12,356,541,464 | 8945 | 236 | |
$10,409,129,905 | 208 | 42 |
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