Caldwell Advisors
Investment Management • 
Brentwood, Tennessee, United States • 1-10 Employees
Company overview
| Headquarters | 5210 Maryland Way, Suite 202, Brentwood, TN 37027, US |
| Phone number | +16153708988 |
| Website | |
| NAICS | 5231 |
| SIC | 628 |
| Keywords | Wealth Management, Education Planning, Retirement Planning, Investment Management, Intergenerational Wealth Transfers, Employer Sponsored Retirement Planning |
| Founded | 2009 |
| Employees | 1-10 |
| Socials |
Key Contact at Caldwell Advisors
Billy Ray Caldwell
President
Caldwell Advisors Email Formats
Caldwell Advisors uses 2 email formats. The most common is {first initial}{last name} (e.g., jdoe@caldwellgroupllc.com), used 75% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}{last name} | jdoe@caldwellgroupllc.com | 75% |
{last name}{last name} | doedoe@caldwellgroupllc.com | 25% |
About Caldwell Advisors
Offering individual advice and management strategies for clients seeking a more personalized investment strategy. As an office of supervisory jurisdiction and part of the Hybrid RIA model, Caldwell Advisors, LLC offers financial advisors searching for more independence access to multiple affiliation options offered through an established and respected Registered Investment Advisory firm. Securities offered through LPL Financial, Member SIPC www.sipc.org. Third party posts do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. For a list of states in which we are registered, please visit www.caldwellgroupllc.com.
Caldwell Advisors revenue & valuation
| Annual revenue | $513,330 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Investment Management industry and current estimated revenues | $1,700,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
Caldwell Advisors has 5 employees across 1 departments.
Departments
Number of employees
Funding Data
Caldwell Advisors has never raised funding before.
Caldwell Advisors Tech Stack
Discover the technologies and tools that power Caldwell Advisors's digital infrastructure, from frameworks to analytics platforms.
CDN
JavaScript libraries
CDN
PaaS
CDN
Security
JavaScript libraries
Marketing automation
Tag managers
Security
Miscellaneous
Font scripts
Australia
Frequently asked questions
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