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Home > Retirement Planners > tennessee > franklin > EFINANCIAL ALLIANCE, LLC
EFINANCIAL ALLIANCE, LLC
106 Mission Court
Ste 703
Franklin, Tennessee 37067
Tel: 615-224-8534
About EFINANCIAL ALLIANCE, LLC
EFINANCIAL ALLIANCE, LLC, formally registered with the SEC as EFINANCIAL ALLIANCE, LLC. The firm was established in 04/04/2023. They have over 1 offices throughout the country.
EFINANCIAL ALLIANCE, LLC is a Franklin, Tennessee based Financial Planning firm with nearly $225,764,268 assets under management, offering retirement planning & investment advisory services to 707 clients. The firm is staffed with 4 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 161352 |
| SEC# | 801-127547 |
| Assets Managed by Firm | $225,764,268 |
| No. of Clients | 707 |
| No. of Advisors | 4 |
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
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 707 | $225,764,268 |
| Individuals (other than high net worth individuals) | 49 | $29,501,044 |
| High net worth individuals | 53 | $194,713,223 |
| Charitable organizations | 2 | $1,550,001 |
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|---|---|---|---|
| $651,482,000,000 | 62140 | 4565 | |
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