Overview
Assets Under Management: $1.0 billion
Headquarters: KNOXVILLE, TN
High-Net-Worth Clients: 220
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 220
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 61.84
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 1,222
Discretionary Accounts: 1,195
Non-Discretionary Accounts: 27
Regulatory Filings
CRD Number: 137283
Last Filing Date: 2024-08-13 00:00:00
Website: https://pyawaltman.com