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Home > Retirement Planners > tennessee > knoxville > PROFFITT & GOODSON INC.
PROFFITT & GOODSON INC.
4800 Old Kingston Pike, Ste 200
Knoxville, Tennessee 37919-6424
Tel: 865-584-1850
About PROFFITT & GOODSON INC.
PROFFITT & GOODSON INC, formally registered with the SEC as PROFFITT & GOODSON INC. The firm was established in 11/07/1986. They have over 1 offices throughout the country.
PROFFITT & GOODSON INC. is a Knoxville, Tennessee based Financial Planning firm with nearly $600,435,788 assets under management, offering retirement planning & investment advisory services to 816 clients. The firm is staffed with 8 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 105278 |
| SEC# | 801-28292 |
| Assets Managed by Firm | $600,435,788 |
| No. of Clients | 816 |
| No. of Advisors | 8 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Other (A PERCENTAGE OF PLAN ASSETS)
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 | 816 | $600,435,788 |
| Individuals (other than high net worth individuals) | 116 | $30,881,305 |
| High net worth individuals | 137 | $538,509,462 |
| Pension and profit sharing plans | Fewer than 5 clients | $10,572,085 |
| Charitable organizations | Fewer than 5 clients | $20,093,168 |
| Corporations or other businesses | Fewer than 5 clients | $379,768 |
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