Unclaimed Profile

James Espinales

SATUIT FUNDS MANAGEMENT, LLC·FRANKLIN, Tennessee

Clean recordSATUIT FUNDS MANAGEMENT, LLC

238 PUBLIC SQUARE, SUITE 200, FRANKLIN, TN 37064CRD# 1999517Firm CRD# 160565

Profile Verification

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

Identity

James Espinales · FRANKLIN, TN

Registration

CRD #1999517 · SATUIT FUNDS MANAGEMENT, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

James Espinales is a registered financial advisor based in FRANKLIN, Tennessee, affiliated with SATUIT FUNDS MANAGEMENT, 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

Speak with James

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if James is the right fit? Take our 2-minute quiz →

Firm Overview

Firm

SATUIT FUNDS MANAGEMENT, LLC

AUM

$3M

Regulatory assets under management

Employees

Total firm employees

View all advisors at SATUIT FUNDS MANAGEMENT, LLC →

Services

Portfolio management (pooled investments)

Background

Compensation

Percentage of AUM

Regulatory

SEC/IARD CRD# 1999517

Firm CRD# 160565

View on FINRA BrokerCheck →

Looking for a financial advisor in FRANKLIN?

Browse all registered financial advisors in FRANKLIN, Tennessee or claim this profile if it's yours.

Browse FRANKLIN Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does James Espinales offer?

James Espinales specializes in Investment Management, Fee-Only Advisory. Contact their office in FRANKLIN, Tennessee for a consultation.

What are James Espinales's credentials?

James Espinales is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is James Espinales located?

James Espinales is based in FRANKLIN, Tennessee, working with SATUIT FUNDS MANAGEMENT, LLC. Their office serves clients in the FRANKLIN metropolitan area and surrounding communities.

How does James Espinales charge for services?

James Espinales'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 SATUIT FUNDS MANAGEMENT, LLC?

SATUIT FUNDS MANAGEMENT, LLC has approximately 9 employees and manages $3M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →