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Building 2COGENTBLUE

Map pinKNOXVILLE, TN
Phone865-309-5892
NotebookSEC #801-125745
Total AUM
$606M
Employees
5
Clients
118

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
4533 PAPERMILL DRIVE
SUITE 105
KNOXVILLE
TN 37909
United States
Operating Hours
BY APPOINTMENT ONLY
BY APPOINTMENT ONLY
Phone
865-309-5892

ReceiptFinancials

Total AUM
$606M
Accounts
418
Discretionary
$605.3M
Accounts
417
Non-Discretionary
$724.9K
Accounts
1

ContactClients

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Individual Clients
68
AUM
$33.5M
HNW Individual Clients
44
AUM
$440.1M
Charitable Organization Clients
3
AUM
$132M
Corporation or Business Clients
3
AUM
$512.7K

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
COGALAMEMSNHTN

HandshakeAffiliates

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

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