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OPTIVISE ADVISORY SERVICES LLC
Tel: 855-378-1806
109 Holiday Ct Suite A6
Franklin, Tennessee 37067
OPTIVISE ADVISORY SERVICES LLC
OPTIVISE ADVISORY SERVICES LLC is a Franklin, Tennessee based financial advisory firm with nearly $254,523,042 in assets under management and provides investment advisory services for 1611 clients. There are currently 23 financial advisors at the firm.
General Information
Advisory Services Provided:
Financial planning services , Portfolio management for individuals and/or small businesses , Pesnsion consulting services , Selection for other advisors , Education seminars/workshops
Fee Structure:
A percentage of AUM, Hourly charges, Subscription fees, Other (SHARE IN FEE PAID TO SUB-ADVISOR, BACK OFFICE CLERICAL AND ADMI
Firm CRD#:
301764
SEC#:
801-115232
No. of Clients:
1611
Assets under Management
$254,523,042
No. of Advisors:
23
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