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Building 2KNOX WEALTH PARTNERS ADVISORY

Map pinKNOXVILLE, TN
Phone(865) 291-2422
NotebookSEC #801-110743
Total AUM
$272.9M
Employees
7
Clients
525

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
10710 MURDOCK DRIVE
SUITE 101
KNOXVILLE
TN 37932
United States
Operating Hours
9:00AM - 4:30PM
Monday - Friday
Phone
(865) 291-2422
Other Offices
1

ReceiptFinancials

Total AUM
$272.9M
Accounts
921
Discretionary
$272.8M
Accounts
920
Non-Discretionary
$101.9K
Accounts
1

ContactClients

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Individual Clients
456
AUM
$120.6M
HNW Individual Clients
69
AUM
$152.3M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLGANCNJNYOHSCTNVA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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