Claim Profile
DP

Daniel Walden Pettway

COUNCILMARK ASSET MANAGEMENT, LLC·KNOXVILLE, Tennessee
Unclaimed Profile
2607 KINGSTON PIKE, KNOXVILLE, TN 37919CRD# 4379101Firm CRD# 111748
01

About

Daniel Walden Pettway is a registered financial advisor based in KNOXVILLE, Tennessee, affiliated with COUNCILMARK ASSET MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Client Types
Individuals
03

Firm Overview

Firm
COUNCILMARK ASSET MANAGEMENT, LLC
COUNCILMARK ASSET MANAGEMENT, LLC
AUM
$289M
Regulatory assets under management
Employees
3
Total firm employees
Services
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 4379101
Firm CRD# 111748
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in KNOXVILLE?

Browse all registered financial advisors in KNOXVILLE, Tennessee or claim this profile if it's yours.

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Daniel Walden Pettway offer?
Daniel Walden Pettway specializes in Investment Management, Wealth Management. Contact their office in KNOXVILLE, Tennessee for a consultation.
What are Daniel Walden Pettway's credentials?
Daniel Walden Pettway is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Daniel Walden Pettway located?
Daniel Walden Pettway is based in KNOXVILLE, Tennessee, working with COUNCILMARK ASSET MANAGEMENT, LLC. Their office serves clients in the KNOXVILLE metropolitan area and surrounding communities.
How does Daniel Walden Pettway charge for services?
Daniel Walden Pettway's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is COUNCILMARK ASSET MANAGEMENT, LLC?
COUNCILMARK ASSET MANAGEMENT, LLC has approximately 3 employees and manages $289M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Browse by specialty