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Building 2MWM ADVISORY

Map pinLOUISVILLE, KY
Phone502-882-4600
NotebookSEC #801-106583
Total AUM
$70.9M
Employees
16
Clients
318

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2600 MEIDINGER TOWER
462 SOUTH FOURTH STREET
LOUISVILLE
KY 40202
United States
Operating Hours
8:00 AM - 5:00 PM
Monday - Friday
Phone
502-882-4600
Other Offices
2

ReceiptFinancials

Total AUM
$70.9M
Accounts
450
Discretionary
$62.2M
Accounts
362
Non-Discretionary
$8.7M
Accounts
88

ContactClients

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Individual Clients
238
AUM
$27.3M
HNW Individual Clients
60
AUM
$24.9M
Pension/Profit Sharing Plan Clients
13
AUM
$16.3M
Charitable Organization Clients
5
AUM
$537.7K
Insurance Company Clients
1
AUM
$1.8M
Corporation or Business Clients
1
AUM
$61.3K

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLINKYOH

HandshakeAffiliates

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Affiliates
Reported 6 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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