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BELLWETHER INVESTMENT GROUP, LLC

5502 Hixson Pike
Suite G
Hixson, Tennessee 37343
Tel: 423-698-6256

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About BELLWETHER INVESTMENT GROUP, LLC

BELLWETHER INVESTMENT GROUP, LLC, formally registered with the SEC as BELLWETHER INVESTMENT GROUP, LLC. The firm was established in 08/21/2008. They have over 5 offices throughout the country.

BELLWETHER INVESTMENT GROUP, LLC is a Hixson, Tennessee based Financial Planning firm with nearly $137,134,578 assets under management, offering retirement planning & investment advisory services to 304 clients. The firm is staffed with 6 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#148114
SEC#801-69529
Assets Managed by Firm$137,134,578
No. of Clients304
No. of Advisors6

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 ClientsAUM
Firm Total304$137,134,578
Individuals (other than high net worth individuals)270$57,620,576
High net worth individuals31$78,302,425
Charitable organizationsFewer than 5 clients$370,729
Corporations or other businessesFewer than 5 clients$840,848

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