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APC FINANCIAL PLANNING
234 S. Peters Rd.
Suite 102
Knoxville, Tennessee 37923
Tel: 865-690-1231
About APC FINANCIAL PLANNING
APC FINANCIAL PLANNING, formally registered with the SEC as APC FINANCIAL PLANNING. The firm was established in 04/02/1976. They have over 2 offices throughout the country.
APC FINANCIAL PLANNING is a Knoxville, Tennessee based Financial Planning firm with nearly $406,642,405 assets under management, offering retirement planning & investment advisory services to 928 clients. The firm is staffed with 9 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 7890 |
| SEC# | 801-11448 |
| Assets Managed by Firm | $406,642,405 |
| No. of Clients | 928 |
| No. of Advisors | 9 |
Fee Structure
- A percentage of AUM
- Hourly charges
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 928 | $406,642,405 |
| Individuals (other than high net worth individuals) | 164 | $76,388,257 |
| High net worth individuals | 116 | $330,206,646 |
| Charitable organizations | Fewer than 5 clients | $47,502 |
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| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $651,482,000,000 | 62140 | 4565 | |
| $14,371,072,726 | 37 | 37 | |
| $13,961,190,744 | 9 | 48 | |
| $12,356,541,464 | 8945 | 236 | |
| $10,409,129,905 | 208 | 42 |
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