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BELLWETHER INVESTMENT GROUP, LLC
5502 Hixson Pike
Suite G
Hixson, Tennessee 37343
Tel: 423-698-6256
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 Status | Approved |
|---|---|
| Firm CRD# | 148114 |
| SEC# | 801-69529 |
| Assets Managed by Firm | $137,134,578 |
| No. of Clients | 304 |
| No. of Advisors | 6 |
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 | 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 |
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