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BLUE RIDGE WEALTH PLANNERS

Tel: 865-392-4260
9725 Cogdill Road
Suite 101
Knoxville, Tennessee  37932

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BLUE RIDGE WEALTH PLANNERS

BLUE RIDGE WEALTH PLANNERS is a Knoxville, Tennessee based financial advisory firm with nearly $201,231,521 in assets under management and provides investment advisory services for 1846 clients. There are currently 22 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial planning services , Portfolio management for individuals and/or small businesses , Selection for other advisors , Publication of periodicals and newsletters , Education seminars/workshops

Fee Structure:

A percentage of AUM, Other (COSTS ASSOCIATED WITH THE CONTENT OF THE WORKSHOP AND/OR COURS

Firm CRD#:

285347

SEC#:

801-123504

No. of Clients:

1846

Assets under Management

$201,231,521

No. of Advisors:

22

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