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Building 2ASPIRE PRIVATE WEALTH COUNSEL, LLC

Map pinKNOXVILLE, TN
Phone865-500-8965
NotebookSEC #801-127937
Total AUM
$74.3M
Employees
5
Clients
51

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
8351 E. WALKER SPRINGS LN, SUITE 400
KNOXVILLE
TN 37923
United States
Operating Hours
8:00AM-5:00PM
MONDAY - THURSDAY
Phone
865-500-8965

ReceiptFinancials

Total AUM
$74.3M
Accounts
227
Discretionary
$74.3M
Accounts
227
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
21
AUM
$6.6M
HNW Individual Clients
28
AUM
$67.3M
Pension/Profit Sharing Plan Clients
1
AUM
$0
Corporation or Business Clients
1
AUM
$447.6K

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementOther Services
Other Services
BUSINESS CONSULTING
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
FEE SHARING ARRANGEMENTS WITH INSURANCE BROKER

Shield checkCompliance

Disclosures

None reported

State Registrations
TN

HandshakeAffiliates

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

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