Unclaimed Profile

Hope Willard Lundt

WILLARD MILLS ADVISORY, LLC·BRENTWOOD, Tennessee

Clean recordWILLARD MILLS ADVISORY, LLC

5120 VIRGINIA WAY SUITE C-22, BRENTWOOD, TN 37027CRD# 2685299Firm CRD# 281150

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Hope Willard Lundt · BRENTWOOD, TN

Registration

CRD #2685299 · WILLARD MILLS ADVISORY, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Hope Willard Lundt is a registered financial advisor based in BRENTWOOD, Tennessee, affiliated with WILLARD MILLS ADVISORY, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Investment Management

Fee-Only Advisory

Client Types

Institutional Investors

Introduction

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Firm Overview

Firm

WILLARD MILLS ADVISORY, LLC

AUM

$6M

Regulatory assets under management

Employees

Total firm employees

View all advisors at WILLARD MILLS ADVISORY, LLC →

Services

Portfolio management (pooled investments)

Background

Compensation

Percentage of AUM

Regulatory

SEC/IARD CRD# 2685299

Firm CRD# 281150

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Hope Willard Lundt offer?

Hope Willard Lundt specializes in Investment Management, Fee-Only Advisory. Contact their office in BRENTWOOD, Tennessee for a consultation.

What are Hope Willard Lundt's credentials?

Hope Willard Lundt is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Hope Willard Lundt located?

Hope Willard Lundt is based in BRENTWOOD, Tennessee, working with WILLARD MILLS ADVISORY, LLC. Their office serves clients in the BRENTWOOD metropolitan area and surrounding communities.

How does Hope Willard Lundt charge for services?

Hope Willard Lundt's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is WILLARD MILLS ADVISORY, LLC?

WILLARD MILLS ADVISORY, LLC has approximately 2 employees and manages $6M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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