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Building 2RATHER & KITTRELL, INC.

Map pinKNOXVILLE, TN
Phone865-218-8400
NotebookSEC #801-66996
Total AUM
$2.3B
Employees
32
Clients
1,111

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
11905 KINGSTON PIKE
KNOXVILLE
TN 37934
United States
Operating Hours
8:00 AM TO 5:00 PM
Monday - Friday
Phone
865-218-8400
Other Offices
1

ReceiptFinancials

Total AUM
$2.3B
Accounts
3,206
Discretionary
$1.3B
Accounts
3,093
Non-Discretionary
$951.8M
Accounts
113

ContactClients

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Individual Clients
613
AUM
$275.1M
HNW Individual Clients
369
AUM
$993M
Banking Clients
3
AUM
$79.7M
Pension/Profit Sharing Plan Clients
113
AUM
$864.7M
Charitable Organization Clients
7
AUM
$23.9M
Government Entity Clients
1
AUM
$1.8M
Investment Advisor Clients
1
AUM
$1.7M
Insurance Company Clients
1
AUM
$3M
Corporation or Business Clients
2
AUM
$9.3M
Other Clients
1
AUM
$996
Description of Other Clients
FIRM ACCOUNTS

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPension Consulting
Other Services
CONSULTING
Compensation Types
Charges CommissionCharges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ALFLGALANCNHSCTNTXVA

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

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