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

Building 2QUALITY FINANCIAL CONCEPTS

Map pinMARYVILLE, TN
Phone865-984-3550
NotebookSEC #801-136332
Total AUM
$128.8M
Employees
4
Clients
211

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
115 WEST BROADWAY AVENUE
MARYVILLE
TN 37801-4703
United States
Operating Hours
8:30 AM - 5:00 PM
Monday - Friday
Phone
865-984-3550

ReceiptFinancials

Total AUM
$128.8M
Accounts
595
Discretionary
$128.8M
Accounts
590
Non-Discretionary
$66.9K
Accounts
5

ContactClients

View more in analytics →

Individual Clients
179
AUM
$71.3M
HNW Individual Clients
27
AUM
$47.3M
Pension/Profit Sharing Plan Clients
1
AUM
$2.6M
Corporation or Business Clients
2
AUM
$5.8M
Other Clients
2
AUM
$1.9M
Description of Other Clients
ADVISER AND OWNER

Briefcase businessServices

View ADV Part 2 brochures →

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

Shield checkCompliance

Disclosures

None reported

State Registrations
FLNYTNTXVA

HandshakeAffiliates

View all affiliates →

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

Feature requires an account