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Building 2LEADING EDGE FINANCIAL PLANNING LLC

Map pinKNOXVILLE, TN
Phone865-240-2292
NotebookSEC #801-120413
Total AUM
$521.8M
Employees
15
Clients
302

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
6921 OFFICE PARK CIRCLE
KNOXVILLE
TN 37909
United States
Operating Hours
9:00 AM - 4:30 PM
Monday - Friday
Phone
865-240-2292
Other Offices
9

ReceiptFinancials

Total AUM
$521.8M
Accounts
1,678
Discretionary
$521.8M
Accounts
1,678
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
109
AUM
$102M
HNW Individual Clients
193
AUM
$419.8M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOFLGAILKYLAMDNCNHNJNVOHOKPASCTNTXVAWI

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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