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CALDWELL ADVISORS, LLC

Tel: 615-370-8988
5210 Maryland Way
Ste 202
Brentwood, Tennessee  37027

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CALDWELL ADVISORS, LLC

CALDWELL ADVISORS, LLC is a Brentwood, Tennessee based financial advisory firm with nearly $322,739,217 in assets under management and provides investment advisory services for 1032 clients. There are currently 8 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial planning services , Portfolio management for individuals and/or small businesses , Portfolio management for businesses or institutional clients , Pesnsion consulting services , Selection for other advisors

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

Firm CRD#:

144408

SEC#:

801-106730

No. of Clients:

1032

Assets under Management

$322,739,217

No. of Advisors:

8

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