5502 Hixson Pike
Suite G
Hixson, Tennessee 37343
Tel: 423-698-6256
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.
SEC Current Status | Approved |
---|---|
Firm CRD# | 148114 |
SEC# | 801-69529 |
Assets Managed by Firm | $137,134,578 |
No. of Clients | 304 |
No. of Advisors | 6 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 304 | $137,134,578 |
Individuals (other than high net worth individuals) | 270 | $57,620,576 |
High net worth individuals | 31 | $78,302,425 |
Charitable organizations | Fewer than 5 clients | $370,729 |
Corporations or other businesses | Fewer than 5 clients | $840,848 |
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 Hixson, Tennessee