Be advised. This firm is no longer registered.

Estate & Financial Strategies, Inc.

Estate & Financial Strategies, Inc. (CRD# 129965) is a financial advisory firm headquartered in Brentwood, TN. They manage $96,929,709 in 312 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
750 Old Hickory Blvd. 1/100, Brentwood, TN 37027
https://www.facebook.com/hankparrottchfc
By the Numbers
  • Total Assets Under Management
    97
    MILLION
  • Total Number of Accounts
    312
    ACCOUNTS
  • Average Account Value
    $310,672
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

TN

Financial Advisors at Estate & Financial Strategies, Inc.
No Advisor Found.

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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