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Registered Investment Advisory Firms
Ranked by local assets under management
|REGISTERED INVESTMENT ADVISORY FIRMS
XLS file download. (Top 16 records)
Top Knoxville-area Registered Investment Advisory Firms ranked by local assets under management. Includes complete contact information. Data in Excel format suitable for easy download.
Fields included in the REGISTERED INVESTMENT ADVISORY FIRMS product:
NOTE: Some records may not contain data for every field listed below.
- Company name
- Zip code
- Corporate e-mail
- Year Founded Locally
- Brokerage Used
- Total Local Employees
- No. Advisory Employees (emps. at this office that perform investment advisory functions, incl. research)
- No. Registered Reps.
- No. Chartered Financial Analysts
- No. Local Offices
- Local Locations (city)
- Investment advisory: Assets under local mgmt. (excl. insurance products)
- Discretionary Assets
- Non-discretionary Assets
- No. Accounts
- Min. Account Size
- Avg. Account Size
- Top Local Executive
- Top Local Executive: (First name, Middle name, Last name, Title)
|REGISTERED INVESTMENT ADVISORY FIRMS PDF
PDF file download.
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