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LEADING EDGE FINANCIAL PLANNING LLC

Tel: 865-240-2292
6921 Office Park Circle
Knoxville, Tennessee  37909

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LEADING EDGE FINANCIAL PLANNING LLC

LEADING EDGE FINANCIAL PLANNING LLC is a Knoxville, Tennessee based financial advisory firm with nearly $360,175,782 in assets under management and provides investment advisory services for 1388 clients. There are currently 13 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial planning services , Portfolio management for individuals and/or small businesses

Fee Structure:

A percentage of AUM

Firm CRD#:

277149

SEC#:

801-120413

No. of Clients:

1388

Assets under Management

$360,175,782

No. of Advisors:

13

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