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 organized as an LLC that serves primarily individual and family clients. The firm offers financial planning and portfolio management for individuals and small businesses and charges clients by a percentage of assets under management and by hourly fees. Aries reports it is not a multi-state adviser, does not identify as an active ESG investor, and is not positioned as a capital allocator or pension consultant.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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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