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Building 2PROFFITT & GOODSON INC.

Map pinKNOXVILLE, TN
Phone865-584-1850
NotebookSEC #801-28292
Total AUM
$797.7M
Employees
9
Clients
301

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
4800 OLD KINGSTON PIKE, STE 200
KNOXVILLE
TN 37919-6424
United States
Operating Hours
8:30 AM - 5:00 PM
Monday - Friday
Phone
865-584-1850

ReceiptFinancials

Total AUM
$797.7M
Accounts
971
Discretionary
$779.2M
Accounts
933
Non-Discretionary
$18.5M
Accounts
38

ContactClients

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Individual Clients
123
AUM
$30.9M
HNW Individual Clients
170
AUM
$723.1M
Pension/Profit Sharing Plan Clients
1
AUM
$15.4M
Charitable Organization Clients
6
AUM
$27.8M
Corporation or Business Clients
1
AUM
$488.3K

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
A PERCENTAGE OF PLAN ASSETS

Shield checkCompliance

Disclosures

None reported

State Registrations
NCTNTXVA

HandshakeAffiliates

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

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