LEADING EDGE FINANCIAL PLANNING LLC of KNOXVILLE, TN is an SEC-registered investment adviser (CRD 277149). Regulatory assets under management: $521.8M.
Compensation: % of AUM.
Clients served: Individuals, High net worth.
| Name | Role | Location |
|---|---|---|
| Kevin Nicholas Gormley | CHIEF FINANCIAL OFFICER | — |
| Charles Patrick Mattingly | CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER | — |
| GORMLEY KEVIN NICHOLAS | CHIEF FINANCIAL OFFICER | — |
| MATTINGLY CHARLES PATRICK | CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER | — |
| Lisa Michelle Rosenthal | CHIEF OPERATING OFFICER | — |
| Andrew James Christopher | CHIEF INVESTMENT OFFICER | — |