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Home > Retirement Planners > tennessee > gray > VALUES FIRST ADVISORS, INC.
VALUES FIRST ADVISORS, INC.
101 Old Gray Station Road
Gray, Tennessee 37615
Tel: 877-832-3847
About VALUES FIRST ADVISORS, INC.
VALUES FIRST ADVISORS, INC, formally registered with the SEC as VALUES FIRST ADVISORS, INC. The firm was established in 07/24/2009. They have over 4 offices throughout the country.
VALUES FIRST ADVISORS, INC. is a Gray, Tennessee based Financial Planning firm with nearly $201,956,787 assets under management, offering retirement planning & investment advisory services to 1504 clients. The firm is staffed with 13 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 148532 |
| SEC# | 801-70391 |
| Assets Managed by Firm | $201,956,787 |
| No. of Clients | 1504 |
| No. of Advisors | 13 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1504 | $201,956,787 |
| Individuals (other than high net worth individuals) | 936 | $139,985,603 |
| High net worth individuals | 70 | $59,707,846 |
| Charitable organizations | Fewer than 5 clients | $2,263,338 |
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