BROGAN FINANCIAL

2160 Lakeside Centre Way
Suite 102
Knoxville, Tennessee 37922
Tel: (865) 862-6800

About BROGAN FINANCIAL

BROGAN FINANCIAL, formally registered with the SEC as BROGAN FINANCIAL. The firm was established in 05/13/2008. They have over 2 offices throughout the country.

BROGAN FINANCIAL is a Knoxville, Tennessee based Financial Planning firm with nearly $444,206,370 assets under management, offering retirement planning & investment advisory services to 1883 clients. The firm is staffed with 22 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	133623
SEC#	801-69181
Assets Managed by Firm	$444,206,370
No. of Clients	1883
No. of Advisors	22

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Education seminars/workshops
Other (RADIO PROGRAM FOCUSING ON WEALTH, FINANCIAL AND GENERAL ISSUES)

Firm Client Information

	No. of Clients	AUM
Firm Total	1883	$444,206,370
Individuals (other than high net worth individuals)	561	$200,769,515
High net worth individuals	130	$243,031,340
Charitable organizations	1	$405,515

More Retirement Planning firms in Knoxville, Tennessee:

Firm Name	Assets Under Management	Total Clients	Total Advisors
ALLIANCEBERNSTEIN L.P. 501 Commerce Street Nashville, TN, 37203	$651,482,000,000	62140	4565
NEPHILA ADVISORS LLC 3811 Bedford Avenue, Suite 101 Nashville, TN, 37215	$14,371,072,726	37	37
ARCLINE INVESTMENT MANAGEMENT LP 3803 Bedford Avenue, Suite No. 106 Nashville, TN, 37215-2564	$13,961,190,744	9	48
FIRST HORIZON ADVISORS, INC 4990 Poplar Avenue, 3rd Floor Memphis, TN, 38117	$12,356,541,464	8945	236
GERBER/TAYLOR MANAGEMENT LLC 40 South Main Street, Suite 1900 Memphis, TN, 38103	$10,409,129,905	208	42

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