Directory of Professional Retirement Planners
National Coverage
Local Professionals
Home > Retirement Planners > tennessee > knoxville > NBZ INVESTMENT ADVISORS, LLC
NBZ INVESTMENT ADVISORS, LLC
6322 Deane Hill Drive
Knoxville, Tennessee 37919
Tel: 865.584.1184
About NBZ INVESTMENT ADVISORS, LLC
NBZ INVESTMENT ADVISORS, LLC, formally registered with the SEC as NBZ INVESTMENT ADVISORS, LLC. The firm was established in 06/03/2003. They have over 1 offices throughout the country.
NBZ INVESTMENT ADVISORS, LLC is a Knoxville, Tennessee based Financial Planning firm with nearly $322,432,156 assets under management, offering retirement planning & investment advisory services to 447 clients. The firm is staffed with 7 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 123902 |
| SEC# | 801-62087 |
| Assets Managed by Firm | $322,432,156 |
| No. of Clients | 447 |
| No. of Advisors | 7 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
- Other (CONSULTING)
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 447 | $322,432,156 |
| Individuals (other than high net worth individuals) | 87 | $28,956,639 |
| High net worth individuals | 89 | $289,510,623 |
| Pension and profit sharing plans | 2 | $3,964,894 |
More Retirement Planning firms in Knoxville, Tennessee:
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|
Explore More Retirement Advisors in Knoxville, Tennessee