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CRITERION CAPITAL ADVISORS LLC
4515 Harding Pike
Ste 300
Nashville, Tennessee 37205
Tel: 615-292-6889
About CRITERION CAPITAL ADVISORS LLC
CRITERION CAPITAL ADVISORS LLC, formally registered with the SEC as CRITERION CAPITAL ADVISORS LLC. The firm was established in 04/30/2018. They have over 1 offices throughout the country.
CRITERION CAPITAL ADVISORS LLC is a Nashville, Tennessee based Financial Planning firm with nearly $460,581,000 assets under management, offering retirement planning & investment advisory services to 1045 clients. The firm is staffed with 6 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 295954 |
| SEC# | 801-113152 |
| Assets Managed by Firm | $460,581,000 |
| No. of Clients | 1045 |
| No. of Advisors | 6 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1045 | $460,581,000 |
| Individuals (other than high net worth individuals) | 255 | $125,681,000 |
| High net worth individuals | 97 | $315,942,000 |
| Charitable organizations | Fewer than 5 clients | $3,978,000 |
| Corporations or other businesses | Fewer than 5 clients | $14,980,000 |
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