Overview
Assets Under Management: $533 million
Headquarters: KNOXVILLE, TN
High-Net-Worth Clients: 4
Average Client Assets: $53 million
Services Offered
Services: Portfolio Management for Individuals, Educational Seminars
Clients
Number of High-Net-Worth Clients: 4
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 39.50
Average High-Net-Worth Client Assets: $53 million
Total Client Accounts: 2,055
Discretionary Accounts: 2,014
Non-Discretionary Accounts: 41
Regulatory Filings
CRD Number: 133623
Filing ID: 1951723
Last Filing Date: 2025-03-31 07:53:00
Website: https://broganfinancial.com