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SSN ADVISORY, INC.
KNOXVILLE, TN
800-264-5499
SEC #801-61989Total AUM
$2.4B
Employees
241Clients
13,111Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
9729 COGDILL ROAD
SUITE 301
KNOXVILLE
TN 37932
United States
SUITE 301
KNOXVILLE
TN 37932
United States
Operating Hours
8AM-5PM (M-TH) 8AM-4PM (F)
Monday - Friday
Monday - Friday
Phone
800-264-5499
Other Offices
6
Financials
Total AUM
$2.4B
Accounts
13,989Discretionary
$2B
Accounts
11,730Non-Discretionary
$390.7M
Accounts
2,259
Clients
Individual Clients
10,600AUM
$1.6B
HNW Individual Clients
2,373AUM
$866.8M
Pension/Profit Sharing Plan Clients
99AUM
$14.4M
Charitable Organization Clients
20AUM
$2.8M
Corporation or Business Clients
19AUM
$1.6M
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUMCharges Subscription Fee
Compliance
Disclosures
Other Regulator Order (Past 10 Years)Other Regulator Violation FindingSEC/CFTC False Statement FindingSEC/CFTC Order EntrySEC/CFTC Penalty/Cease-and-DesistSEC/CFTC Violation FindingSRO Discipline/Expulsion/SuspensionSRO Rule Violation
State Registrations
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Affiliates
Affiliates
Reported 23 business affiliates.
Claimed Affiliates
Reported as an affiliate by 2 other businesses.