Overview
Assets Under Management: $291 million
Headquarters: KNOXVILLE, TN
High-Net-Worth Clients: 71
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting
Clients
Number of High-Net-Worth Clients: 71
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 54.22
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 3,229
Discretionary Accounts: 3,229
Regulatory Filings
CRD Number: 150483
Filing ID: 2007512
Last Filing Date: 2025-08-05 07:59:00
Website: https://visionaryhorizons.com