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Craig Lamont Israelsen

7TWELVE ADVISORS, LLC·NASHVILLE, Tennessee
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10 BURTON HILLS BLVD, NASHVILLE, TN 37215CRD# 5496657Firm CRD# 149849
01

About

Craig Lamont Israelsen is a registered financial advisor based in NASHVILLE, Tennessee, affiliated with 7TWELVE ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Fee-Only Advisory
Client Types
Institutional Investors
03

Firm Overview

Firm
7TWELVE ADVISORS, LLC
7TWELVE ADVISORS, LLC
AUM
$49M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at 7TWELVE ADVISORS, LLC →
Services
Portfolio management (pooled investments)
Other
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 5496657
Firm CRD# 149849
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Craig Lamont Israelsen offer?
Craig Lamont Israelsen specializes in Investment Management, Fee-Only Advisory. Contact their office in NASHVILLE, Tennessee for a consultation.
What are Craig Lamont Israelsen's credentials?
Craig Lamont Israelsen is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Craig Lamont Israelsen located?
Craig Lamont Israelsen is based in NASHVILLE, Tennessee, working with 7TWELVE ADVISORS, LLC. Their office serves clients in the NASHVILLE metropolitan area and surrounding communities.
How does Craig Lamont Israelsen charge for services?
Craig Lamont Israelsen'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 7TWELVE ADVISORS, LLC?
7TWELVE ADVISORS, LLC has approximately 3 employees and manages $49M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at 7TWELVE ADVISORS, LLC

Andrew D Martin
NASHVILLE, TN
Brenton James Goers
NASHVILLE, TN
Frank Victor Serebrin
NASHVILLE, TN
James Vaughn Hunt
NASHVILLE, TN
Steven Jeffrey Eisen
NASHVILLE, TN
William Clark Liddell
NASHVILLE, TN

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Nearby cities in Tennessee
MEMPHIS (374)CHATTANOOGA (164)KNOXVILLE (157)BRENTWOOD (154)FRANKLIN (76)JOHNSON CITY (22)JACKSON (19)KINGSPORT (13)GERMANTOWN (11)NASHVILLLE (10)
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Research
Advisor Fees in TennesseeNational Fee Analysis
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