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Home > Retirement Planners > tennessee > knoxville > COUNCILMARK ASSET MANAGEMENT, LLC
COUNCILMARK ASSET MANAGEMENT, LLC
2607 Kingston Pike
Tyson Place, Suite 180
Knoxville, Tennessee 37919
Tel: 865-330-2525
About COUNCILMARK ASSET MANAGEMENT, LLC
COUNCILMARK ASSET MANAGEMENT, LLC, formally registered with the SEC as COUNCILMARK ASSET MANAGEMENT, LLC. The firm was established in 08/17/2000. They have over 1 offices throughout the country.
COUNCILMARK ASSET MANAGEMENT, LLC is a Knoxville, Tennessee based Financial Planning firm with nearly $288,567,723 assets under management, offering retirement planning & investment advisory services to 108 clients. The firm is staffed with 3 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 111748 |
| SEC# | 801-57832 |
| Assets Managed by Firm | $288,567,723 |
| No. of Clients | 108 |
| No. of Advisors | 3 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 108 | $288,567,723 |
| Individuals (other than high net worth individuals) | Fewer than 5 clients | $379,659 |
| High net worth individuals | 28 | $207,953,083 |
| Charitable organizations | Fewer than 5 clients | $3,549,411 |
| Corporations or other businesses | Fewer than 5 clients | $76,685,570 |
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