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Leading Edge Financial Planning LLC

● SEC registered since 2021CRD 277149SEC# 801-120413Knoxville, TN
Export (members)
Reg. AUM
$360.2M
Employees
13
Accounts
1,388
Location
Knoxville, TN

Leading Edge Financial Planning LLC assets under management

Leading Edge Financial Planning LLC is an investment advisory firm registered with the SEC based in Knoxville, TN. The firm has been registered since 2021. It reports $360.2 million in regulatory assets under management and employs 13 people.
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Leading Edge Financial Planning LLC owners & executives

2 reported
NameTitleOwnershipSince
Charles Patrick Mattingly ControlChief Executive Officer And Chief Compliance Officer25-50%2015
Kevin Nicholas Gormley ControlChief Financial Officer25-50%2015

Frequently asked questions

How much does Leading Edge Financial Planning LLC manage?

Leading Edge Financial Planning LLC reports $360.2 million in regulatory assets under management on its Form ADV.

How many employees does Leading Edge Financial Planning LLC have?

Leading Edge Financial Planning LLC reports 13 employees.

Where is Leading Edge Financial Planning LLC located?

Leading Edge Financial Planning LLC is based in Knoxville, TN and has been SEC-registered since 2021.

Does Leading Edge Financial Planning LLC disclose fund performance?

Leading Edge Financial Planning LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address6921 Office Park Circle, Knoxville, TN 37909
Phone865-240-2292
Fax865-409-0130
Office hours9:00 a.m. - 4:30 p.m.
SEC regionAtlanta Regional Office (ARO)
CIK1967205
Discloses disciplinary historyNo

Assets under management

Discretionary$360.2M
Non-discretionary$0
Total (RAUM)$360.2M