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ALDEBARAN FINANCIAL INC

200 Colonial Heights Road
Kingsport, Tennessee 37663
Tel: 423-239-7535

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About ALDEBARAN FINANCIAL INC

ALDEBARAN FINANCIAL INC, formally registered with the SEC as ALDEBARAN FINANCIAL INC. The firm was established in 12/04/1987. They have over 1 offices throughout the country.

ALDEBARAN FINANCIAL INC is a Kingsport, Tennessee based Financial Planning firm with nearly $172,555,901 assets under management, offering retirement planning & investment advisory services to 590 clients. The firm is staffed with 8 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#105741
SEC#801-31093
Assets Managed by Firm$172,555,901
No. of Clients590
No. of Advisors8

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Fixed fees

Advisory Services Provided

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pesnsion consulting services
  • Education seminars/workshops

Firm Client Information

No. of ClientsAUM
Firm Total590$172,555,901
Individuals (other than high net worth individuals)547$74,907,346
High net worth individuals33$83,687,500
Charitable organizations10$13,961,055

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ARCLINE INVESTMENT MANAGEMENT LP
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FIRST HORIZON ADVISORS, INC
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$12,356,541,4648945236
GERBER/TAYLOR MANAGEMENT LLC
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$10,409,129,90520842

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