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Jeffrey Mark Atwell

RETIREMENT CAPITAL MANAGEMENT, LLC·MURFREESBORO, Tennessee
Unclaimed Profile
1832 WARD DRIVE, MURFREESBORO, TN 37129CRD# 1315338Firm CRD# 166609
01

About

Jeffrey Mark Atwell is a registered financial advisor based in MURFREESBORO, Tennessee, affiliated with RETIREMENT CAPITAL MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Client Types
Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
RETIREMENT CAPITAL MANAGEMENT, LLC
RETIREMENT CAPITAL MANAGEMENT, LLC
AUM
$55M
Regulatory assets under management
Employees
1
Total firm employees
View all advisors at RETIREMENT CAPITAL MANAGEMENT, LLC →
Services
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
Other
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Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: RETAINER
Regulatory
SEC/IARD CRD# 1315338
Firm CRD# 166609
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Jeffrey Mark Atwell offer?
Jeffrey Mark Atwell specializes in Investment Management. Contact their office in MURFREESBORO, Tennessee for a consultation.
What are Jeffrey Mark Atwell's credentials?
Jeffrey Mark Atwell is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jeffrey Mark Atwell located?
Jeffrey Mark Atwell is based in MURFREESBORO, Tennessee, working with RETIREMENT CAPITAL MANAGEMENT, LLC. Their office serves clients in the MURFREESBORO metropolitan area and surrounding communities.
How does Jeffrey Mark Atwell charge for services?
Jeffrey Mark Atwell's firm is compensated through percentage of aum, hourly charges, subscription fees, other: retainer. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is RETIREMENT CAPITAL MANAGEMENT, LLC?
RETIREMENT CAPITAL MANAGEMENT, LLC has approximately 1 employees and manages $55M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in MURFREESBORO
Matthew Tyler Snow — HALO ADVISORS, LLCLarry Eugene Crocker — RETIREMENT CAPITAL MANAGEMENT, LLCBenjamin Edward Livingston — RETIREMENT CAPITAL MANAGEMENT, LLCKristine Denise Crocker — RETIREMENT CAPITAL MANAGEMENT, LLCMichael John Hull — INVESTMENT & RETIREMENT ADVISORS, LLC
Nearby cities in Tennessee
NASHVILLE (391)MEMPHIS (374)CHATTANOOGA (164)KNOXVILLE (157)BRENTWOOD (154)
City Guides
NASHVILLE GuideMEMPHIS GuideCHATTANOOGA GuideKNOXVILLE GuideBRENTWOOD Guide
Research
Advisor Fees in TennesseeNational Fee Analysis
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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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