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Criterion Capital Advisors Llc
Nashville, Tennessee
Criterion Capital Advisors LLC is a small investment advisory firm based out of Nashville, TN. With a team of six dedicated professionals, including three experienced investment advisors, they provide comprehensive financial services to their clients. Their advisors have deep expertise in managing employer 401Ks and individual assets, contributing to their impressive track record.
Criterion Capital Advisors LLC boasts over 290 individual clients, entrusting them with a substantial amount of assets under management totaling over $396,748,000. With an average of approximately $30,080,000 in assets per investment advisor, they demon...see more
Assets Under Mgmt
$396.75M
Investment Professionals
3
Locations
0
% 401K & Individual
% Discretionary
Compensation Structure
- A percentage of assets under your management
- Fixed Fees
Services Provided Section
- Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Reviews for Criterion Capital Advisors Llc
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