Assets Under Management
$533.3M
Number of Clients
761
Number of Advisors
5
Average Client AUM
$701K
AUM per Advisor
$106.7M
Compensation
Fee-Only (AUM)Fixed/Hourly
Brogan Financial offers investment advisory services including financial planning, asset allocation, and investment management. Services are tailored to client objectives and risk profiles. They prepare financial plans covering budgeting, debt management, estate planning, retirement planning, and investment planning.
2160 Lakeside Centre Way, Suite 102, Knoxville, TN, 37922