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Building 2RETIREMENT PLANNING SERVICES

Map pinKNOXVILLE, TN
Phone(865) 220-9311
NotebookSEC #801-120012
Total AUM
$246M
Employees
6
Clients
249

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
4533 PAPERMILL DR
SUITE 101
KNOXVILLE
TN 37909
United States
Operating Hours
8:30 AM TO 4:00 PM
Monday - Friday
Phone
(865) 220-9311

ReceiptFinancials

Total AUM
$246M
Accounts
510
Discretionary
$246M
Accounts
510
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
133
AUM
$48.1M
HNW Individual Clients
115
AUM
$176.4M
Charitable Organization Clients
1
AUM
$21.5M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ALFLGATNTX

HandshakeAffiliates

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

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