Overview
Assets Under Management: $2.7 billion
Headquarters: KNOXVILLE, TN
High-Net-Worth Clients: 2,197
Average Client Assets: $0.2 million
Frequently Asked Questions
SSN ADVISORY, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #126090), SSN ADVISORY, INC. is subject to fiduciary duty under federal law.
SSN ADVISORY, INC. is headquartered in KNOXVILLE, TN.
SSN ADVISORY, INC. serves 2,197 high-net-worth clients according to their SEC filing dated March 20, 2018. View client details ↓
According to their SEC Form ADV, SSN ADVISORY, INC. offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and selection of other advisors. View all service details ↓
SSN ADVISORY, INC. manages $2.7 billion in client assets according to their SEC filing dated March 20, 2018.
According to their SEC Form ADV, SSN ADVISORY, INC. serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 2,197
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 18.00%
Average Client Assets: $0.2 million
Total Client Accounts: 12,550
Discretionary Accounts: 10,286
Non-Discretionary Accounts: 2,264
Regulatory Filings
CRD Number: 126090
Filing ID: 1187690
Last Filing Date: 2018-03-20 15:12:00