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Building 2RESOURCE ADVISORY SERVICES, INC.

Map pinKNOXVILLE, TN
Phone865-560-0140
NotebookSEC #801-114169
Total AUM
$122.3M
Employees
6
Clients
72

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2095 LAKESIDE CENTRE WAY
SUITE 105
KNOXVILLE
TN 37922
United States
Operating Hours
9:00 AM TO 5:00 PM
Monday - Friday
Phone
865-560-0140

ReceiptFinancials

Total AUM
$122.3M
Accounts
472
Discretionary
$110.3M
Accounts
429
Non-Discretionary
$12M
Accounts
43

ContactClients

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Individual Clients
34
AUM
$23M
HNW Individual Clients
36
AUM
$96.5M
Pension/Profit Sharing Plan Clients
1
AUM
$1.7M
Charitable Organization Clients
1
AUM
$1.1M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Financial PlanningIndividual Portfolio ManagementOther Services
Other Services
ADVICE ON MATTERS NOT INVOLVING SECURITIES.
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
TNTX

HandshakeAffiliates

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

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