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Building 2SALING WEALTH ADVISORS

Map pinLOUISVILLE, KY
Phone502-805-3000
NotebookSEC #801-107417
Total AUM
$617.7M
Employees
11
Clients
230

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
9750 ORMSBY STATION ROAD
SUITE 102
LOUISVILLE
KY 40223
United States
Operating Hours
8:30AM-5:00PM
Monday - Friday
Phone
502-805-3000

ReceiptFinancials

Total AUM
$617.7M
Accounts
895
Discretionary
$580.2M
Accounts
837
Non-Discretionary
$37.5M
Accounts
58

ContactClients

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Individual Clients
108
AUM
$48.1M
HNW Individual Clients
119
AUM
$530.8M
Charitable Organization Clients
1
AUM
$531.7K
Corporation or Business Clients
2
AUM
$38.2M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Financial PlanningIndividual Portfolio ManagementPublications
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLINKYTX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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