11905 Kingston Pike
Knoxville, Tennessee 37934
Tel: 865-218-8400
RATHER & KITTRELL, INC, formally registered with the SEC as RATHER & KITTRELL, INC. The firm was established in 07/14/2006. They have over 2 offices throughout the country.
RATHER & KITTRELL, INC. is a Knoxville, Tennessee based Financial Planning firm with nearly $1,491,125,911 assets under management, offering retirement planning & investment advisory services to 2905 clients. The firm is staffed with 28 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 114885 |
SEC# | 801-66996 |
Assets Managed by Firm | $1,491,125,911 |
No. of Clients | 2905 |
No. of Advisors | 28 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 2905 | $1,491,125,911 |
Individuals (other than high net worth individuals) | 727 | $241,032,911 |
High net worth individuals | 281 | $668,008,135 |
Pension and profit sharing plans | 104 | $506,162,273 |
Charitable organizations | 6 | $4,798,721 |
Other investment advisers | 1 | $1,199,044 |
Corporations or other businesses | 3 | $6,949,189 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$651,482,000,000 | 62140 | 4565 | |
$14,371,072,726 | 37 | 37 | |
$13,961,190,744 | 9 | 48 | |
$12,356,541,464 | 8945 | 236 | |
$10,409,129,905 | 208 | 42 |
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