Aries Investments, LLC
Firm details
- Headquarters
- Lakeland, Tennessee
- CRD number
- 333704
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Aries Investments, LLC is an independent, individual-owned registered investment adviser that serves individuals and families. The firm offers financial planning and portfolio management geared toward individuals and small businesses. Its fee model combines a percentage-of-assets component with the option for hourly charges. Aries does not identify as a capital allocator, is not an active ESG investor, and is not registered as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities85%
- Cash & Cash Equivalents15%
Owners & executives
1 of 1David Wilkins
CEOCRD 8025499
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Lakeland, TN
Fayette
Location
Lakeland, TN
Headquartered in Lakeland, TN, anchoring the Memphis-Forrest City, TN-MS-AR metro in the South.
- Metro area
- Memphis-Forrest City, TN-MS-AR
- Region
- South
- County
- Fayette
- Address
- 3995 Loch Meade Dr
- Time zone
- CT (UTC-6)
- Office locations
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