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Building 2ALLIANCE WEALTH MANAGEMENT PARTNERS LLC

Map pinKNOXVILLE, TN
Phone(865) 862-5956
NotebookSEC #801-121597
Total AUM
$272.4M
Employees
13
Clients
764

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1111 N. NORTHSHORE DRIVE
STE P-270
KNOXVILLE
TN 37919
United States
Operating Hours
8:30AM TO 5:00PM
Monday - Friday
Phone
(865) 862-5956
Other Offices
3

ReceiptFinancials

Total AUM
$272.4M
Accounts
1,637
Discretionary
$210.7M
Accounts
1,569
Non-Discretionary
$61.7M
Accounts
68

ContactClients

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Individual Clients
594
AUM
$111.2M
HNW Individual Clients
112
AUM
$104.5M
Pension/Profit Sharing Plan Clients
58
AUM
$56.7M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
ALFLGALAOKSCTNTXVA

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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