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Building 2ALEXANDER INVESTMENT SERVICES CO.

Map pinLOUISVILLE, KY
Phone502-459-4414
NotebookSEC #801-10334
Total AUM
$496.3M
Employees
12
Clients
1,250

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
909 LILY CREEK ROAD #101
LOUISVILLE
KY 40243-2808
United States
Operating Hours
8:30 AM TO 5:00 PM
Monday - Friday
Phone
502-459-4414
Other Offices
1

ReceiptFinancials

Total AUM
$496.3M
Accounts
1,250
Discretionary
$12.3M
Accounts
1
Non-Discretionary
$484M
Accounts
1,249

ContactClients

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Individual Clients
1,117
AUM
$171.7M
HNW Individual Clients
123
AUM
$307.2M
Pension/Profit Sharing Plan Clients
10
AUM
$17.4M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures
SRO Rule Violation
State Registrations
CACOFLILINKYNJOHPASCTNVAWV

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Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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