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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