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PROFFITT & GOODSON INC.
CRD 105278 · SEC 801-28292
4800 OLD KINGSTON PIKE, STE 200, KNOXVILLE, TN, 37919-6424, United States
Phone
865-584-1850
Fax
865-584-1852
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$797.7M
Discretionary AUM
$779.2M
Team
9 total employees; 6 advisory reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; A PERCENTAGE OF PLAN ASSETS
Org form
Corporation
Filing date
2026-04-15
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 123 | $30.9M |
| High net worth individuals | 170 | $723.1M |
| Charitable organizations | 6 | $27.8M |
States served
NC, TN, VA, TX
All web addresses on file
Official SEC filing: View on IAPD