Top 5 Investment Management Companies in Chattanooga

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Below is the list of Top 5 Investment Management Companies in Chattanooga ranked based on company size, client reviews, services, and awards.

Investment Management Companies in Chattanooga

1. Acumen Wealth Advisors

Industry: Investment Management

Location: Chattanooga, Tennessee

Website: acumenwealth.com

Company Founded: 2012

Company Size: 1-10

Company Address: 250 Forest Avenue, Chattanooga, Tennessee, United States

Acumen Wealth Advisors Contact Details

Name Title LinkedIn Phone Email
Macc Reese Veltenaar Wealth Strategist, Managing Partner
Arie Veltenaar Client Ambassador
Lindsay Nance Private Client Relationship Manager
Arie Veltenaar Client Ambassador
M.acc Reese Veltenaar Partner At Acumen Wealth Advisors
Lindsay Nance Private Client Relationship Manager
Reese Veltenaar Managing Partner
Requires/Intent and 2 more Employees
Software Development
Branding
and more

2. Cox Wealth Management, Llc

Industry: Investment Management

Location: Chattanooga, Tennessee

Website: coxwealth.com

Company Founded: 1998

Company Size: 1-10

Company Address: 6031 Shallowford Road, Chattanooga, Tennessee, United States

Cox Wealth Management, Llc Contact Details

Name Title LinkedIn Phone Email
Richard Cox Chief Managing Member
Nathan Strait Investment Advisory Representative
Renee Cox Office Manager
Requires/Intent
Investor Relations & Reporting
Alternative Investment Consulting
Technology
and more

3. Capital Square, Llc

Industry: Investment Management

Location: Chattanooga, Tennessee

Website: capitalsquare.biz

Company Founded: 2017

Company Size: 1-10

Capital Square, Llc Contact Details

Name Title LinkedIn Phone Email
Mark Massey Investment Advisor Representative And Portfolio Manager
Requires/Intent
Portfolio Management Solutions
AI-Powered Financial Forecasting
and more

4. Demoss Capital, Inc.

Industry: Investment Management

Location: Chattanooga, Tennessee

Website: demosscapital.com

Company Founded: 2007

Company Size: 1-10

Company Address: 25 East Main Street, Chattanooga, Tennessee, United States

Demoss Capital, Inc. Contact Details

Name Title LinkedIn Phone Email
Frank Lewis Vice President, Investments
Requires/Intent
CRM Systems
Data Security
Business Expansion
and more

5. Fuerst Consulting Group

Industry: Investment Management

Location: Chattanooga, Tennessee

Website: fuerstconsultinggroup.com

Company Size: 1-10

Company Address: 6005 Century Oak Drive, Chattanooga, Tennessee, United States

Fuerst Consulting Group Contact Details

Name Title LinkedIn Phone Email
Elliot Pierce Project Manager
Requires/Intent
Financial Management
FinTech Solutions For Investment Firms
Risk Management & Compliance
Public Relations
and more
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Chattanooga Investment Management Companies Contacts

No. Name Company Job Title LinkedIn Phone Email
1 Macc Reese Veltenaar Acumen Wealth Advisors Wealth Strategist, Managing Partner
2 Arie Veltenaar Acumen Wealth Advisors Client Ambassador
3 Lindsay Nance Acumen Wealth Advisors Private Client Relationship Manager
4 Arie Veltenaar Acumen Wealth Advisors Client Ambassador
5 M.acc Reese Veltenaar Acumen Wealth Advisors Partner At Acumen Wealth Advisors
6 Lindsay Nance Acumen Wealth Advisors Private Client Relationship Manager
7 Reese Veltenaar Acumen Wealth Advisors Managing Partner
8 Richard Cox Cox Wealth Management, Llc Chief Managing Member
9 Nathan Strait Cox Wealth Management, Llc Investment Advisory Representative
10 Renee Cox Cox Wealth Management, Llc Office Manager
11 Mark Massey Capital Square, Llc Investment Advisor Representative And Portfolio Manager
12 Frank Lewis Demoss Capital, Inc. Vice President, Investments
13 Elliot Pierce Fuerst Consulting Group Project Manager

Investment Management companies in different cities of Tennessee

No. Industry Number of Contacts Download
1 Investment Management Companies in Nashville 2070
2 Investment Management Companies in Memphis 1840
3 Investment Management Companies in Knoxville 460
4 Investment Management Companies in Franklin 575
5 Investment Management Companies in Brentwood 575