Unclaimed Profile

Beth Gunn Lee

WOLF RIVER CAPITAL MANAGEMENT, LLC·MEMPHIS, Tennessee

Clean recordWOLF RIVER CAPITAL MANAGEMENT, LLC

5384 POPLAR AVENUE, MEMPHIS, TN 38119CRD# 4346549Firm CRD# 149038

Profile Verification

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

Identity

Beth Gunn Lee · MEMPHIS, TN

Registration

CRD #4346549 · WOLF RIVER CAPITAL MANAGEMENT, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Beth Gunn Lee is a registered financial advisor based in MEMPHIS, Tennessee, affiliated with WOLF RIVER CAPITAL MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Retirement Planning

Wealth Management

Client Types

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

WOLF RIVER CAPITAL MANAGEMENT, LLC

AUM

$266M

Regulatory assets under management

Employees

Total firm employees

View all advisors at WOLF RIVER CAPITAL MANAGEMENT, LLC →

Services

Pension consulting

Selection of other advisers

Background

Compensation

Percentage of AUM

Performance-based fees

Regulatory

SEC/IARD CRD# 4346549

Firm CRD# 149038

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Beth Gunn Lee offer?

Beth Gunn Lee specializes in Retirement Planning, Wealth Management. Contact their office in MEMPHIS, Tennessee for a consultation.

What are Beth Gunn Lee's credentials?

Beth Gunn Lee is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Beth Gunn Lee located?

Beth Gunn Lee is based in MEMPHIS, Tennessee, working with WOLF RIVER CAPITAL MANAGEMENT, LLC. Their office serves clients in the MEMPHIS metropolitan area and surrounding communities.

How does Beth Gunn Lee charge for services?

Beth Gunn Lee's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is WOLF RIVER CAPITAL MANAGEMENT, LLC?

WOLF RIVER CAPITAL MANAGEMENT, LLC has approximately 8 employees and manages $266M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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