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MUSIC ROW WEALTH MANAGEMENT
1614 16th Avenue South
Nashville, Tennessee 37212
Tel: (615) 647-5882
About MUSIC ROW WEALTH MANAGEMENT
MUSIC ROW WEALTH MANAGEMENT, formally registered with the SEC as MUSIC ROW WEALTH MANAGEMENT. The firm was established in 07/14/2017. They have over 1 offices throughout the country.
MUSIC ROW WEALTH MANAGEMENT is a Nashville, Tennessee based Financial Planning firm with nearly $355,893,968 assets under management, offering retirement planning & investment advisory services to 1137 clients. The firm is staffed with 6 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 288944 |
| SEC# | 801-110818 |
| Assets Managed by Firm | $355,893,968 |
| No. of Clients | 1137 |
| No. of Advisors | 6 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1137 | $355,893,968 |
| Individuals (other than high net worth individuals) | 267 | $104,476,732 |
| High net worth individuals | 45 | $230,112,388 |
| Pension and profit sharing plans | Fewer than 5 clients | $992,830 |
| Corporations or other businesses | Fewer than 5 clients | $12,749,819 |
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