COSEY FINANCIAL SERVICES, INC. is a Knoxville, Tennessee based financial advisory firm with nearly $155,975,734 in assets under management and provides investment advisory services for 892 clients. There are currently 5 financial advisors at the firm.
General Information |
| Firm CRD#: | 140175 | |
| SEC#: | 801-120768 | |
| Assets under Management: | $155,975,734 | |
| No. of Clients: | 892 | |
| No. of Advisors: | 5 | |
| Advisory Services Provided: | Financial Planning, Portfolio Management for Individuals, Portfolio Management for Business, Pension Consulting Services | |
| Fee Structure: | A percentage of AUM, Hourly charges, Fixed fees |
| Financial Advisory Firm | Firm CRD# | SEC# | No. of Clients | No. of Advisors | AUM |
| PRONVEST, INC. | 119081 | 801-60964 | 11548 | 21 | $801,403,695 |
| BROGAN FINANCIAL | 133623 | 801-69181 | 1637 | 15 | $397,590,991 |
| LEE DANNER & BASS INC | 111002 | 801-30924 | 893 | 12 | $1,475,356,161 |
| COSEY FINANCIAL SERVICES, INC. | 140175 | 801-120768 | 892 | 5 | $155,975,734 |
| KRAFT ASSET MANAGEMENT, LLC | 119139 | 801-66686 | 565 | 7 | $432,987,620 |
| 12TH STREET ASSET MANAGEMENT | 153528 | 801-76968 | 552 | 4 | $546,103,023 |
| FINANCIAL MANAGEMENT ADVISORS, INC. | 117442 | 801-122762 | 494 | 2 | $112,200,000 |
| INSIGHT STRATEGIC WEALTH LLC | 147290 | 801-113370 | 439 | 3 | $190,289,532 |
| SENTRY, LLC | 150593 | 801-70290 | 263 | 3 | $2,403,265,386 |
| WUNDERLICH CAPITAL MANAGEMENT | 117878 | 801-79842 | 187 | 1 | $226,474,588 |
| CARDINAL WEALTH ADVISORY, LLC | 136659 | 801-124698 | 174 | 3 | $117,612,985 |
| NFC INVESTMENTS, LLC | 132844 | 801-63560 | 143 | 8 | $1,814,187,673 |
| MERCURY INVESTMENT GROUP | 125245 | 801-121636 | 97 | 4 | $152,802,658 |
| POPE ASSET MANAGEMENT, LLC | 113584 | 801-60556 | 59 | 3 | $127,748,405 |
| COURAGE CAPITAL MANAGEMENT, LLC | 130449 | 801-63190 | 9 | 16 | $1,018,408,475 |
| BANES CAPITAL MANAGEMENT, LLC | 134522 | 801-67102 | 3 | 2 | $332,068,643 |