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
1028 Oakhaven Road, Memphis, TN 38119
http://www.servantadvisors.com
By the Numbers
  • Total Assets Under Management
    30
    MILLION
  • Total Number of Accounts
    272
    ACCOUNTS
  • 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
The map below shows states where this firm has explicit registration only.

MS, TN

Financial Advisors at Servant Wealth Management LLC
Showing 1 - 1 of 1 top financial advisors.
1
Daniel Groben, financial advisor Memphis TN
Daniel J. Groben
CRD#: 6170183
1028 Oakhaven Road, Memphis, TN 38119

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.

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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