CRD: 288944
Music ROW Wealth Management
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Raymond James
- Clients
- Retail and Institutional
- Platforms
- Zenith
- Established Date
- 07-14-2017
- Office Locations
- 1
Office Locations
About Music ROW Wealth Management
Music Row Wealth Management is a Nashville-based RIA providing wealth management and comprehensive financial planning for songwriters, artists, industry executives, and entrepreneurs. The team supports tax, estate, insurance, and charitable planning, and builds diversified portfolios centered on asset allocation using ETFs, mutual funds, and fixed income. Its creative-industry client focus is a key differentiator for distribution partners.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
LAURA JANE DAVIS
Chief Compliance Officer, CHIEF OPERATING OFFICER, Founder, PARTNER
- CRD
- #4969489
- Ownership
- Less than 5%
James Tracy Hackney
Financial Advisor, Managing Partner
- CRD
- #4475351
- Ownership
- Less than 5%
Quantum matrix
Peak zenith
- CRD
- #74410
- Ownership
- 5.9%
Showing 2 of 3 owners & executives
Unlock allContacts
CYNTHIA ROBYN DURDIN
--
- CRD
- #4740380
Showing 1 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $431,661,454 | $404,177 |
| Non-Discretionary | $0 | -- |
| Total | $431,661,454 | $404,177 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $431,661,454
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $254,740,166 | 14.7% |
| Equity - OTC | $100,509,725 | 5.8% |
| Municipal Bonds | $195,820,671 | 11.3% |
| Cash | $402,038,901 | 23.2% |
| Public Funds | $348,318,185 | 20.1% |
| Private Funds | $102,242,651 | 5.9% |
| U.S. Government/Agency | $329,255,997 | 19.0% |
| Total | $1,732,926,296 | 100.0% |