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Building 2PYA WALTMAN CAPITAL, LLC

Map pinKNOXVILLE, TN
Phone865-693-6301
NotebookSEC #801-64909
Total AUM
$1B
Employees
17
Clients
424

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1402 EBENEZER ROAD
KNOXVILLE
TN 37922
United States
Operating Hours
8:30AM - 5PM
Monday - Friday
Phone
865-693-6301

ReceiptFinancials

Total AUM
$1B
Accounts
1,528
Discretionary
$761.3M
Accounts
1,486
Non-Discretionary
$244.7M
Accounts
42

ContactClients

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Individual Clients
206
AUM
$65.7M
HNW Individual Clients
192
AUM
$615.8M
Pension/Profit Sharing Plan Clients
15
AUM
$133.2M
Charitable Organization Clients
8
AUM
$184.8M
Corporation or Business Clients
3
AUM
$6.5M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
CAGAINLANCNHTNTXVA

HandshakeAffiliates

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

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