Servant Wealth Management LLC
Servant Wealth Management LLC (CRD# 172666) is a financial advisory firm headquartered in Memphis, TN. They manage $30,199,593 in 272 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
By the Numbers
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Total Assets Under Management30MILLION
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Total Number of Accounts272ACCOUNTS
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Average Account Value$111,028
Compensation Options
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
MS, TN
Financial Advisors at Servant Wealth Management LLC
1
Daniel Groben (CRD# 6170183) is an Investment Advisor Representative working at Servant Wealth Management LLC in Memphis, TN and has over 10 years of experience in the finance industry.
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