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Building 2NBZ INVESTMENT ADVISORS, LLC

Map pinKNOXVILLE, TN
Phone865.584.1184
NotebookSEC #801-62087
Total AUM
$431.2M
Employees
7
Clients
199

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
6322 DEANE HILL DRIVE
KNOXVILLE
TN 37919
United States
Operating Hours
8:00 AM - 5:00 PM
Monday - Friday
Phone
865.584.1184

ReceiptFinancials

Total AUM
$431.2M
Accounts
529
Discretionary
$431.2M
Accounts
529
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
84
AUM
$20.2M
HNW Individual Clients
114
AUM
$410.6M
Pension/Profit Sharing Plan Clients
1
AUM
$359.4K

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Financial PlanningIndividual Portfolio ManagementOther ServicesPension Consulting
Other Services
CONSULTING
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
GATN

HandshakeAffiliates

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

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