Sailer Financial, LLC is a large advisory firm based in Brentwood. It manages $343.79 million of regulatory assets for 767 client accounts. It has been registered with the SEC as an adviser since 2017 and has operated in the jurisdictions of California, Tennessee, and Texas.
Sailer Financial provides financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. It prepares financial plans for more than 100 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Sailer Financial, LLC is $343.79 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 7% since the beginning of its operation, and $173.13 thousand of the total AUM is attributable to clients outside of the United States.
The advisory firm has several streams of revenue. Clients pay Sailer Financial, LLC for their services and products based on a percentage of assets under management, fixed fees, and commissions. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals and high net worth individuals. The largest group of clients of Jeremy Patrick Hutzel is high net worth individuals with 57 clients and $304.95 million of assets under management. Among the 11 most similar advisory firms, Sailer Financial has the highest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $343.79 million for 146 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. 1% of the firm’s clients are foreign persons or businesses.
Sailer Financial doesn't advise any private funds.
The company employs 7 people that are either part- or full-time employees. 57 percent of the employees work as investment advisers or researchers. 4 employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Sailer Financial, LLC performs its advisory services is located at 340 Seven Springs Way, Brentwood, TN 37027 4536, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 615-370-1253 or by fax 615-370-2810. The normal business hours are 8:00 a.m. to 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at sailerfinancial.com.