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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 10-31-2008
- Office Locations
- 1
Office Locations
About THE Mentzer Group, LLC
The Mentzer Group, LLC is a Knoxville, TN-based advisory serving East Tennessee and beyond, focused on retirement planning through its proprietary “Journey to Retirement Plan.” The firm provides financial planning and ongoing asset management, including tax, estate/legacy, and insurance planning. Portfolios are primarily implemented with ETFs and public funds, with some fixed income exposure, and custody includes Charles Schwab.
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Owner & Executives
DOUGLAS DREW MENTZER
Chief Compliance Officer, President, Secretary
- CRD
- #5315715
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $23,560,370 | -- |
| Total | $23,560,370 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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