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Home > Retirement Planners > tennessee > knoxville > COSEY FINANCIAL SERVICES, INC.
COSEY FINANCIAL SERVICES, INC.
118 Huxley Rd
Suite 5
Knoxville, Tennessee 37922
Tel: 865-470-4244
About COSEY FINANCIAL SERVICES, INC.
COSEY FINANCIAL SERVICES, INC, formally registered with the SEC as COSEY FINANCIAL SERVICES, INC. The firm was established in 04/09/2021. They have over 3 offices throughout the country.
COSEY FINANCIAL SERVICES, INC. is a Knoxville, Tennessee based Financial Planning firm with nearly $119,053,826 assets under management, offering retirement planning & investment advisory services to 851 clients. The firm is staffed with 6 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 140175 |
| SEC# | 801-120768 |
| Assets Managed by Firm | $119,053,826 |
| No. of Clients | 851 |
| No. of Advisors | 6 |
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
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 851 | $119,053,826 |
| Individuals (other than high net worth individuals) | 330 | $56,133,526 |
| High net worth individuals | 36 | $45,066,973 |
| Pension and profit sharing plans | 10 | $16,383,754 |
| Charitable organizations | Fewer than 5 clients | $106,813 |
| Corporations or other businesses | 5 | $231,233 |
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|---|---|---|---|
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