BROGAN FINANCIAL, INC.

BROGAN FINANCIAL
KNOXVILLE, Tennessee·3 registered advisors·CRD# 133623
SEC# 801-691811(865) 862-6800
01

Firm Overview

AUM
$444M
Regulatory assets under management
Employees
22
Total firm employees
Advisors
3
Registered representatives
02

Services & Fees

Advisory Services
Portfolio management (individuals)
Charitable organization or education services
Other
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Investment Management
04

Advisors at BROGAN FINANCIAL, INC.

3 registered advisors
James Edward Brogan
KNOXVILLE, Tennessee
Jamie Lyn Scott
KNOXVILLE, Tennessee
Sarah Jean Sutton
KNOXVILLE, Tennessee
CFP
05

Office Locations

KNOXVILLE, Tennessee
3 advisors

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Data sourced from SEC Form ADV filings. BROGAN FINANCIAL, INC. (CRD# 133623) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.