GLEAN FINANCIAL, INC.
Chattanooga, TN
AUM
$20.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
(423) 708-4611
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
37 advisers found
TARRAGON CAPITAL, LLC
Chattanooga, TN
AUM
$15.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
423-400-8072
BIGHAM WEALTH ADVISORY LLC
Chattanooga, TN
AUM
$11.5M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
423-541-3587
KOPLAN & ASSOCIATES
Chattanooga, TN
AUM
$3.6M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM
423-892-4693
PANTHEON INVESTMENT LLC
Chattanooga, TN
AUM
$3.0M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM; CONSULTING
423-498-6310
CONTEMPORARY HEALTHCARE CAPITAL, LLC
Chattanooga, TN
AUM
—
Team
—
Clients
—
Fees
Fees not disclosed
423-424-1800
POINTER MANAGEMENT, LLC
Chattanooga, TN
AUM
$2.79B
Wealth Mgmt
Team
5 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
423-266-3544
Full profileNo website
AM INVESTMENT STRATEGIES, LLC
Chattanooga, TN
AUM
$738.4M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
423-486-1888
Full profileNo website
GARTH & BROWN INVESTMENT MANAGEMENT, LLC
Chattanooga, TN
AUM
$15.3M
Wealth Mgmt
Team
2 advisors
Clients
0
Fees
Percentage of AUM
423-267-3776
Full profileNo website
SOUTHBRIDGE CAPITAL PARTNERS LLC
Chattanooga, TN
AUM
$8.2M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
0
Fees
Percentage of AUM
423-413-2934
Full profileNo website
Full profileNo website
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