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Building 2BLUE RIDGE WEALTH PLANNERS

Map pinKNOXVILLE, TN
Phone865-392-4260
NotebookSEC #801-123504
Total AUM
$361.7M
Employees
26
Clients
798

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
9725 COGDILL ROAD
SUITE 101
KNOXVILLE
TN 37932
United States
Operating Hours
M-THUR 9AM - 5PM, FRIDAY 9AM - 3PM
Monday - Friday
Phone
865-392-4260
Other Offices
3

ReceiptFinancials

Total AUM
$361.7M
Accounts
2,137
Discretionary
$361.7M
Accounts
2,137
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
721
AUM
$232.3M
HNW Individual Clients
69
AUM
$125.4M
Pension/Profit Sharing Plan Clients
4
AUM
$3.2M
Corporation or Business Clients
4
AUM
$785K

Briefcase businessServices

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Services Offered
EducationFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Other FeeCharges Percentage AUM
Other Compensation
COSTS ASSOCIATED WITH THE CONTENT OF THE WORKSHOP AND/OR COURSE

Shield checkCompliance

Disclosures

None reported

State Registrations
FLGANCTNTXVA

HandshakeAffiliates

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

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