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 11 offices throughout the country.
SAGESPRING WEALTH PARTNERS is a Franklin, Tennessee based Financial Planning firm with nearly $5,502,859,482 assets under management, offering retirement planning & investment advisory services to 28921 clients. The firm is staffed with 173 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 283515 |
SEC# | 801-107971 |
Assets Managed by Firm | $5,502,859,482 |
No. of Clients | 28921 |
No. of Advisors | 173 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 28921 | $5,502,859,482 |
Individuals (other than high net worth individuals) | 9920 | $2,839,157,799 |
High net worth individuals | 1193 | $2,663,701,683 |
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 |
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