Bills Asset Management

Bills Asset Management (CRD# 114520) is a financial advisory firm headquartered in , . They manage $50,158,000 in 150 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
http://www.billsasset.com
By the Numbers
  • Total Assets Under Management
    50
    MILLION
  • Total Number of Accounts
    150
    ACCOUNTS
  • Average Account Value
    $334,387
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

TN, TX

Financial Advisors at Bills Asset Management
Showing 1 - 3 of 3 top financial advisors.
1
Sam Bills, financial advisor Nashville TN
Sam C. Bills
CRD#: 4554774
Nashville, TN

Sam Bills (CRD# 4554774) is an Investment Advisor Representative working at Bills Asset Management in Nashville, TN and has 1 year of experience in the finance industry.

2
William Connelly, financial advisor Franklin TN
William E. Connelly
CRD#: 4263676
Franklin, TN

William Connelly (CRD# 4263676) is an Investment Advisor Representative working at Bills Asset Management in Franklin, TN and has over 23 years of experience in the finance industry.

3
Carter Bills, financial advisor Nashville TN
Carter N. Bills
CRD#: 6815852
Nashville, TN

Carter Bills (CRD# 6815852) is an Investment Advisor Representative working at Bills Asset Management in Nashville, TN and has 1 year 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.

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