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PRESERVER PARTNERS
425 Madison Avenue
Memphis, Tennessee 38103
Tel: 901-755-4737
About PRESERVER PARTNERS
PRESERVER PARTNERS, formally registered with the SEC as PRESERVER PARTNERS. The firm was established in 10/02/2015. They have over 2 offices throughout the country.
PRESERVER PARTNERS is a Memphis, Tennessee based Financial Planning firm with nearly $172,947,873 assets under management, offering retirement planning & investment advisory services to 3 clients. The firm is staffed with 5 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 152356 |
| SEC# | 801-106636 |
| Assets Managed by Firm | $172,947,873 |
| No. of Clients | 3 |
| No. of Advisors | 5 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 3 | $172,947,873 |
| High net worth individuals | Fewer than 5 clients | $7,481,613 |
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