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Building 2APC FINANCIAL PLANNING

Map pinKNOXVILLE, TN
Phone865-690-1231
NotebookSEC #801-11448
Total AUM
$406.6M
Employees
9
Clients
281

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
234 S. PETERS RD.
SUITE 102
KNOXVILLE
TN 37923
United States
Operating Hours
BY APPOINTMENT ONLY
Monday - Friday
Phone
865-690-1231
Other Offices
1

ReceiptFinancials

Total AUM
$406.6M
Accounts
928
Discretionary
$401.5M
Accounts
923
Non-Discretionary
$5.2M
Accounts
5

ContactClients

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Individual Clients
164
AUM
$76.4M
HNW Individual Clients
116
AUM
$330.2M
Charitable Organization Clients
1
AUM
$47.5K

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
GAMANCTNTX

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

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