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Home > Retirement Planners > tennessee > knoxville > MOON CAPITAL MANAGEMENT, LLC
MOON CAPITAL MANAGEMENT, LLC
900 South Gay Street
Suite 2103
Knoxville, Tennessee 37902
Tel: 865-546-1234
About MOON CAPITAL MANAGEMENT, LLC
MOON CAPITAL MANAGEMENT, LLC, formally registered with the SEC as MOON CAPITAL MANAGEMENT, LLC. The firm was established in 06/22/1995. They have over 1 offices throughout the country.
MOON CAPITAL MANAGEMENT, LLC is a Knoxville, Tennessee based Financial Planning firm with nearly $278,382,171 assets under management, offering retirement planning & investment advisory services to 380 clients. The firm is staffed with 6 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 107612 |
| SEC# | 801-49240 |
| Assets Managed by Firm | $278,382,171 |
| No. of Clients | 380 |
| No. of Advisors | 6 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 380 | $278,382,171 |
| High net worth individuals | 161 | $217,347,765 |
| Pension and profit sharing plans | 5 | $26,176,696 |
| Charitable organizations | 1 | $9,823,525 |
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