Investment adviser · CRD 126090
SSN ADVISORY, INC.
Investment adviser filing (IA)
KNOXVILLE, TN, United States · Form ADV filed Aug 14, 2020
- Regulatory AUM
- $2.44B Form ADV · Item 5.F
- Client accounts
- 13,989 Accounts, not individual clients
- Employees
- 241 Reported in this filing
- Advisory professionals
- 222 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Individuals | 10,600 | $1,551,566,792 | 63.7% |
| High-net-worth individuals | 2,373 | $866,772,418 | 35.6% |
| Retirement plans | 99 | $14,400,000 | 0.6% |
| Charities | 20 | $2,800,000 | 0.1% |
| Corporations & businesses | 19 | $1,600,000 | 0.1% |
Filing source
Form ADV 1450697 · Aug 14, 2020 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Aug 14, 2020. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management · Selection of other advisers
Compensation
Percentage of assets · Hourly · Subscription · Fixed
Principal office
9729 COGDILL ROAD, SUITE 301KNOXVILLE, TN, 37932, United States
CRD 126090
Filing source
Form ADV 1450697 · Aug 14, 2020 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.