1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2LANIER ASSET MANAGEMENT, LLC

Map pinLOUISVILLE, KY
Phone502-909-1100
NotebookSEC #801-107331
Total AUM
$141.7M
Employees
2
Clients
103

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2321 LIME KILN LANE
SUITE D
LOUISVILLE
KY 40222
United States
Operating Hours
BY APPOINTMENT ONLY
Monday - Friday
Phone
502-909-1100

ReceiptFinancials

Total AUM
$141.7M
Accounts
225
Discretionary
$140.1M
Accounts
219
Non-Discretionary
$1.6M
Accounts
6

ContactClients

View more in analytics →

Individual Clients
45
AUM
$9M
HNW Individual Clients
51
AUM
$115.6M
Pooled Vehicle Clients
3
AUM
$16.1M
Pension/Profit Sharing Plan Clients
4
AUM
$1M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
GAKYNCTX

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account