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RAYBURN WEST FINANCIAL SERVICES
4117 Hillsboro Pike
Suite 208
Nashville, Tennessee 37215
Tel: 615-386-6932
About RAYBURN WEST FINANCIAL SERVICES
RAYBURN WEST FINANCIAL SERVICES, formally registered with the SEC as RAYBURN WEST FINANCIAL SERVICES. The firm was established in 04/23/2020. They have over 1 offices throughout the country.
RAYBURN WEST FINANCIAL SERVICES is a Nashville, Tennessee based Financial Planning firm with nearly $154,516,059 assets under management, offering retirement planning & investment advisory services to 144 clients. The firm is staffed with 2 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 145264 |
| SEC# | 801-118455 |
| Assets Managed by Firm | $154,516,059 |
| No. of Clients | 144 |
| No. of Advisors | 2 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 144 | $154,516,059 |
| Individuals (other than high net worth individuals) | 96 | $21,357,476 |
| High net worth individuals | 47 | $132,893,061 |
| Charitable organizations | 1 | $265,522 |
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