A&g Financial Management, LLC

A&g Financial Management, LLC (CRD# 154561) is a financial advisory firm headquartered in Nashville, TN. They manage $29,500,000 in 102 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
38 Music Square East, Suite 115, Nashville, TN 37203
By the Numbers
  • Total Assets Under Management
    30
    MILLION
  • Total Number of Accounts
    102
    ACCOUNTS
  • Average Account Value
    $289,216
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, TN, TX

Financial Advisors at A&g Financial Management, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Dianne Elder, financial advisor Nashville TN
Dianne C. Elder
CRD#: 2127134
38 Music Square East, Suite 115, Nashville, TN 37203
93
Wealthminder
score

Dianne Elder (CRD# 2127134) is an Investment Advisor Representative working at A&g Financial Management, LLC in Nashville, TN and has over 23 years of experience in the finance industry.

2
Vincent Giannattasio, financial advisor Nashville TN
Vincent J. Giannattasio
CRD#: 4790912
38 Music Square East, Suite 115, Nashville, TN 37203
93
Wealthminder
score

Vincent Giannattasio (CRD# 4790912) is an Investment Advisor Representative working at A&g Financial Management, LLC in Nashville, TN and has over 13 years of experience in the finance industry.

3
Reginald Peterson, financial advisor Nashville TN
Reginald A. Peterson
CRD#: 5675363
38 Music Square East, Suite 115, Nashville, TN 37203
73
Wealthminder
score

Reginald Peterson (CRD# 5675363) is an Investment Advisor Representative working at A&g Financial Management, LLC in Nashville, TN and has over 7 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Do not rely solely on the information on this page. The information may be inaccurate, incomplete or outdated. For the most accurate and up-to-date information, please search for the firm or individual on the SEC site at http://www.adviserinfo.sec.gov/IAPD/Content/Search/iapd_Search.aspx

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