Witt Financial Group, LLC
Witt Financial Group, LLC (CRD# 156462) is a financial advisory firm headquartered in Crossville, TN. They manage $88,963,467 in 277 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management89MILLION
-
Total Number of Accounts277ACCOUNTS
-
Average Account Value$321,168
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
FL, TN
Financial Advisors at Witt Financial Group, LLC
1
Jordan M. Witt (CRD# 6124645) is an Investment Advisor Representative working at Witt Financial Group, LLC in Crossville, TN and has over 7 years of experience in the finance industry.
2
Mark Witt (CRD# 4533105) is an Investment Advisor Representative working at Witt Financial Group, LLC in Crossville, TN and has over 15 years of experience in the finance industry.
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