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Bolen Asset Management, Inc. (Brentwood)


Bolen Asset Management, Inc. is an adviser based in Brentwood. It manages $84.62 million of regulatory assets for 370 client accounts. It has been registered with the SEC as an adviser since 2007 and has operated in the jurisdictions of Tennessee and Texas.

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Bolen Asset Management provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and pension consulting services. It prepares financial plans for more than 50 clients. On top of advisory services, the firm doesn't engage in other business activities.

Bolen Asset Management: assets under management

The assets under management (AUM) of Bolen Asset Management, Inc. is $84.62 million. The firm's AUM has grown by 123% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $83.6 million in discretionary accounts and $1.02 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $234.17 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $78.08 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Bolen Asset Management, Inc. for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Brentwood

The principal office where Bolen Asset Management, Inc. performs its advisory services is located at 7003 Chadwick Dr, Brentwood, TN 37027, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 615-242-3808 or by fax 615-242-2627. The normal business hours are 8:30am-4:30pm on Other. You can find more information about the New York firm at envisionwealthplanning.com.


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