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AGP FRANKLIN, LLC
CRD 331699 · SEC 801-130499
3326 ASPEN GROVE DRIVE, SUITE 602, FRANKLIN, TN, 37067, United States
Phone
615-778-9842
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$247.1M
Discretionary AUM
$212.8M
Team
7 total employees; 3 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-04-07
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 371 | $73.0M |
| High net worth individuals | 85 | $174.0M |
States served
AL, GA, LA, MS, TN, WA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD