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THE MENTZER GROUP, LLC
CRD 147644
7632 GLEASON DRIVE, KNOXVILLE, TN, 37919, United States
Phone
865-240-2940
Fax
865-240-2941
Registration
— (—)
Source
State registered
Total AUM
$23.6M
Discretionary AUM
$0
Team
4 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; SOLICITOR FEES
Org form
Limited Liability Company
Filing date
2026-03-12
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 242 | $18.5M |
| High net worth individuals | 4 | $5.0M |
| Corporations/business entities | 6 | $79K |
All web addresses on file
Official SEC filing: View on IAPD