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Building 2ALDEBARAN FINANCIAL INC

Map pinKINGSPORT, TN
Phone423-239-7535
NotebookSEC #801-31093
Total AUM
$222.8M
Employees
8
Clients
366

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
200 COLONIAL HEIGHTS ROAD
KINGSPORT
TN 37663
United States
Operating Hours
8:30 A.M.-5:00 P.M.
Monday - Friday
Phone
423-239-7535

ReceiptFinancials

Total AUM
$222.8M
Accounts
713
Discretionary
$222.8M
Accounts
713
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
307
AUM
$64.4M
HNW Individual Clients
43
AUM
$138.4M
Charitable Organization Clients
16
AUM
$20.1M

Briefcase businessServices

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Services Offered
EducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLGANCSCTNTXVA

HandshakeAffiliates

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

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