Assets Under Management
$202.0M
Number of Clients
1,006
Number of Advisors
7
Average Client AUM
$201K
AUM per Advisor
$28.9M
Compensation
Fee-Only (AUM)Fixed/Hourly
Values First Advisors offers portfolio management and financial planning services to individuals, trusts, estates, retirement plans, and charitable organizations. They strive to implement a Biblically Responsible Investing overlay into investment strategies. They manage accounts on a discretionary or non-discretionary basis.
101 Old Gray Station Road, Gray, TN, 37615