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MUSIC ROW WEALTH MANAGEMENT

1614 16th Avenue South
Nashville, Tennessee 37212
Tel: (615) 647-5882

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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 StatusApproved
Firm CRD#288944
SEC#801-110818
Assets Managed by Firm$355,893,968
No. of Clients1137
No. of Advisors6

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 ClientsAUM
Firm Total1137$355,893,968
Individuals (other than high net worth individuals)267$104,476,732
High net worth individuals45$230,112,388
Pension and profit sharing plansFewer than 5 clients$992,830
Corporations or other businessesFewer than 5 clients$12,749,819

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