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Building 2VISIONARY HORIZONS, LLC

Map pinKNOXVILLE, TN
Phone865-675-8496
NotebookSEC #801-79890
Total AUM
$396.7M
Employees
12
Clients
709

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
620 MABRY HOOD RD
SUITE 301
KNOXVILLE
TN 37932
United States
Operating Hours
8:30 A.M.TO 5:00 P.M.
Monday - Friday
Phone
865-675-8496
Other Offices
8

ReceiptFinancials

Total AUM
$396.7M
Accounts
3,989
Discretionary
$370.9M
Accounts
3,973
Non-Discretionary
$25.8M
Accounts
16

ContactClients

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Individual Clients
568
AUM
$158.9M
HNW Individual Clients
98
AUM
$210.5M
Pension/Profit Sharing Plan Clients
42
AUM
$26.2M
Charitable Organization Clients
1
AUM
$1M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
% OF PLAN ASSETS

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLGAKYLANCNYSCTNTX

HandshakeAffiliates

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

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