BLUE RIDGE WEALTH PLANNERS
Tel: 865-392-4260 9725 Cogdill Road Suite 101 Knoxville, Tennessee 37932
About BLUE RIDGE WEALTH PLANNERS
BLUE RIDGE WEALTH PLANNERS is a Knoxville, Tennessee based financial advisory firm with nearly $201,231,521 in assets under management and provides investment advisory services for 1846 clients. There are currently 22 financial advisors at the firm.
General Information
Firm CRD#:
285347
Firm SEC#:
801-123504
Assets Under Management:
$201,231,521
No. of Clients:
1846
Advisory Services Provided:
Financial planning services, Portfolio management for individuals and/or small businesses, Selection for other advisors, Publication of periodicals and newsletters, Education seminars/workshops
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