Overview
Assets Under Management: $322 million
Headquarters: KNOXVILLE, TN
High-Net-Worth Clients: 99
Average Client Assets: $3 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 99
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 91.01
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 447
Discretionary Accounts: 447
Regulatory Filings
CRD Number: 123902
Last Filing Date: 2024-03-22 00:00:00
Website: https://nbzcpa.com