Directory of Professional Retirement Planners
National Coverage
Local Professionals
Home > Retirement Planners > tennessee > franklin > GREENSVIEW WEALTH MANAGEMENT
GREENSVIEW WEALTH MANAGEMENT
501 Corporate Center Drive
Suite 315
Franklin, Tennessee 37067
Tel: 615-551-3050
About GREENSVIEW WEALTH MANAGEMENT
GREENSVIEW WEALTH MANAGEMENT, formally registered with the SEC as GREENSVIEW WEALTH MANAGEMENT. The firm was established in 07/03/2018. They have over 2 offices throughout the country.
GREENSVIEW WEALTH MANAGEMENT is a Franklin, Tennessee based Financial Planning firm with nearly $121,096,000 assets under management, offering retirement planning & investment advisory services to 373 clients. The firm is staffed with 5 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 297321 |
| SEC# | 801-113535 |
| Assets Managed by Firm | $121,096,000 |
| No. of Clients | 373 |
| No. of Advisors | 5 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 373 | $121,096,000 |
| Individuals (other than high net worth individuals) | 144 | $44,797,000 |
| High net worth individuals | 34 | $72,512,000 |
| Pension and profit sharing plans | Fewer than 5 clients | $1,911,000 |
| Corporations or other businesses | Fewer than 5 clients | $1,876,000 |
More Retirement Planning firms in Franklin, Tennessee:
| 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 |
Explore More Retirement Advisors in Franklin, Tennessee