Overview
Assets Under Management: $231 million
Headquarters: KNOXVILLE, TN
High-Net-Worth Clients: 74
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 74
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 55.50
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 828
Discretionary Accounts: 827
Non-Discretionary Accounts: 1
Regulatory Filings
CRD Number: 288580
Filing ID: 1939479
Last Filing Date: 2025-03-12 15:58:00
Website: https://knoxwealthpartners.com