Claim Profile
GC

Gennie Montra Campbell

MASTRAPASQUA ASSET MANAGEMENT, INC.·NASHVILLE, Tennessee
Unclaimed Profile
104 WOODMONT BLVD, NASHVILLE, TN 37205CRD# 5817834Firm CRD# 107560
01

About

Gennie Montra Campbell is a registered financial advisor based in NASHVILLE, Tennessee, affiliated with MASTRAPASQUA ASSET MANAGEMENT, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
MASTRAPASQUA ASSET MANAGEMENT, INC.
M CAPITAL ADVISORS
AUM
$871M
Regulatory assets under management
Employees
13
Total firm employees
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 5817834
Firm CRD# 107560
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in NASHVILLE?

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

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Gennie Montra Campbell offer?
Gennie Montra Campbell specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in NASHVILLE, Tennessee for a consultation.
What are Gennie Montra Campbell's credentials?
Gennie Montra Campbell is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Gennie Montra Campbell located?
Gennie Montra Campbell is based in NASHVILLE, Tennessee, working with MASTRAPASQUA ASSET MANAGEMENT, INC.. Their office serves clients in the NASHVILLE metropolitan area and surrounding communities.
How does Gennie Montra Campbell charge for services?
Gennie Montra Campbell's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is MASTRAPASQUA ASSET MANAGEMENT, INC.?
MASTRAPASQUA ASSET MANAGEMENT, INC. has approximately 13 employees and manages $871M 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 →