1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2COSEY FINANCIAL SERVICES, INC.

Map pinKNOXVILLE, TN
Phone865-470-4244
NotebookSEC #801-120768
Total AUM
$123.7M
Employees
6
Clients
406

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
118 HUXLEY RD
SUITE 5
KNOXVILLE
TN 37922
United States
Operating Hours
9:30 AM TO 4:00 PM
Monday - Friday
Phone
865-470-4244
Other Offices
2

ReceiptFinancials

Total AUM
$123.7M
Accounts
908
Discretionary
$100M
Accounts
825
Non-Discretionary
$23.7M
Accounts
83

ContactClients

View more in analytics →

Individual Clients
343
AUM
$46.9M
HNW Individual Clients
42
AUM
$62.3M
Banking Clients
1
AUM
$1.2M
Pension/Profit Sharing Plan Clients
14
AUM
$12.6M
Charitable Organization Clients
1
AUM
$270.2K
Corporation or Business Clients
5
AUM
$298.4K

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLGALANCTNTX

HandshakeAffiliates

View all affiliates →

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

Feature requires an account