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Building 2BROGAN FINANCIAL

Map pinKNOXVILLE, TN
Phone(865) 862-6800
NotebookSEC #801-69181
Total AUM
$577M
Employees
31
Clients
746

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2160 LAKESIDE CENTRE WAY
SUITE 102
KNOXVILLE
TN 37922
United States
Operating Hours
8:00AM -5:00PM
Monday - Friday
Phone
(865) 862-6800

ReceiptFinancials

Total AUM
$577M
Accounts
2,093
Discretionary
$565.7M
Accounts
2,045
Non-Discretionary
$11.3M
Accounts
48

ContactClients

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Individual Clients
582
AUM
$240.2M
HNW Individual Clients
159
AUM
$327.5M
Charitable Organization Clients
2
AUM
$936.4K
Corporation or Business Clients
3
AUM
$8.4M

Briefcase businessServices

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Services Offered
EducationIndividual Portfolio ManagementOther Services
Other Services
RADIO PROGRAM FOCUSING ON WEALTH, FINANCIAL AND GENERAL ISSUES
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ALFLGAOHSCTNTXVA

HandshakeAffiliates

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

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