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Criterion Capital Advisors, LLC

EST. AUM
$460,581,000

CONTACTS
3

CLIENT ACCOUNTS
1,045

Firm Details

Metro area Nashville
CRD Number 295954
Website epwealth.com
Client types

Overview

Acquired by EP Wealth Criterion Capital Advisors is an independent wealth management firm situated in Nashville, Tennessee. Their core services include providing personalized strategies for portfolio management, retirement planning, education planning, risk management, and estate planning. Functioning as a unified team, they leverage a diverse range of financial expertise to serve their clients efficiently.

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Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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