Finwell, Inc.
Finwell, Inc. (CRD# 310850) is a financial advisory firm headquartered in Nashville, TN. They manage $54,363,015 in 191 accounts and serve the financial needs of clients across 4 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management54MILLION
-
Total Number of Accounts191ACCOUNTS
-
Average Account Value$284,623
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Subscription fees (for a newsletter or periodical)
- Fixed fees (other than subscription fees)
- Other
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
- Other
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, NC, TN, TX
Financial Advisors at Finwell, Inc.
1
Breanna Stott (CRD# 5554829) is an Investment Advisor Representative working at Finwell, Inc. in Nashville, TN and has over 15 years of experience in the finance industry.
2
Timothy Watson (CRD# 7027846) is an Investment Advisor Representative working at Finwell, Inc. in Nashville, TN and has over 5 years of experience in the finance industry.
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