Harpeth Securities, LLC

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
4
Avg account
$0

Firm details

Headquarters
Nashville, Tennessee
CRD number
109821
Registered since
May 24, 2001

Firm profile

FINTRX

Overview

Harpeth Securities, LLC is organized as a limited liability company and is listed as owned by a mix of a domestic entity and an individual. The firm is categorized as "Unclassified" in the available snapshot and has not identified itself as a capital allocator, pension consultant, or related adviser. It does not indicate activity as an ESG investor and is not flagged as a multi-state or newly formed adviser. The firm has provided minimal public detail about its business model. Key items such as its client segments, fee schedule, and the specific advisory services it offers were not disclosed in the source material.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

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Contacts

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Nashville, TN

Davidson

Location

Nashville, TN

Headquartered in Nashville, TN, anchoring the Nashville-Davidson--Murfreesboro, TN metro in the South.

Metro area
Nashville-Davidson--Murfreesboro, TN
Region
South
County
Davidson
Address
3100 West End Ave
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth