Asset Planning Corporation

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Asset Planning Corporation — overview

Assets Under Management

Type

Wealth Manager

Location

Knoxville, TN, US

Alternative Asset Classes

-

About

Asset Planning Corporation is a US-based wealth manager and registered investment advisor. It provides investment advisory services to its clients on both discretionary and non-discretionary basis. Its services include financial planning, portfolio management, investment strategy, education funding, insurance planning, tax planning, pension consulting, and estate planning. The wealth manager advises high-net-worth individuals, pension and profit-sharing plans, and other ERISA accounts, trusts, estates, business entities, and non-profit organizations.

Asset Planning Corporation - known decision makers (4)

Contact NamePositionLocationEmailTelephoneAsset Class
Chairman EmeritusKnoxville, USGEN
President/Chief Executive OfficerKnoxville, USGEN
Director of OperationsKnoxville, USGEN
President, Investment Adviser Representative & Chief Compliance officerKnoxville, USGEN

Showing 4 of 4 known decision makers Asset Planning Corporation

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