801 Crescent Centre Drive
Suite 600
Franklin, Tennessee 37067
Tel: 615-861-6100
SAGESPRING WEALTH PARTNERS, formally registered with the SEC as SAGESPRING WEALTH PARTNERS. The firm was established in 07/06/2016. They have over 14 offices throughout the country.
SAGESPRING WEALTH PARTNERS is a Franklin, Tennessee based Financial Planning firm with nearly $4,277,447,071 assets under management, offering retirement planning & investment advisory services to 27053 clients. The firm is staffed with 170 experienced financial planners.
SEC Current Status | Approved |
Firm CRD# | 283515 |
SEC# | 801-107971 |
Assets Managed by Firm | $4,277,447,071 |
No. of Clients | 27053 |
No. of Advisors | 170 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 27053 | $4,277,447,071 |
Individuals (other than high net worth individuals) | 9864 | $2,480,919,301 |
High net worth individuals | 894 | $1,796,527,770 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$582,388,000,000 | 58634 | 4134 | |
$18,829,944,477 | 44 | 39 | |
$11,300,952,063 | 9360 | 224 | |
$10,041,415,942 | 9 | 46 | |
$9,208,094,171 | 220 | 41 |
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