RETIRE TO TELLICO

RETIRE TO TELLICO of KNOXVILLE, TN is an SEC-registered investment adviser (CRD 328753). Regulatory assets under management: $7.5M.

Registration

• CRD: 328753
• Type: Registered investment adviser
• Location: 110 CENTER PARK DR, SUITE 102, KNOXVILLE, TN, 37922
• Phone: (865) 240-0320
• Latest filing: 2025-05-22
• Regulatory AUM: $7.5M
• Discretionary AUM: $7.5M
• Clients: 1
• Accounts: 30

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Charities, Other.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 328753 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search