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Building 2OWEN LARUE FINANCIAL GROUP

Map pinELIZABETHTOWN, KY
Phone270-769-9995
NotebookSEC #801-111041
Total AUM
$458.9M
Employees
7
Clients
861

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
109 W. POPLAR STREET
ELIZABETHTOWN
KY 42701
United States
Operating Hours
8:30AM TO 4:30 M-TH, 8:30 TO 12PM FRI
Monday - Friday
Phone
270-769-9995

ReceiptFinancials

Total AUM
$458.9M
Accounts
1,509
Discretionary
$387.1M
Accounts
1,497
Non-Discretionary
$71.7M
Accounts
12

ContactClients

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Individual Clients
779
AUM
$178.6M
HNW Individual Clients
61
AUM
$184.9M
Charitable Organization Clients
1
AUM
$112.4K
Corporation or Business Clients
8
AUM
$23.6M
Other Clients
12
AUM
$71.7M
Description of Other Clients
401K PLANS

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementOther Services
Other Services
CONSULTING
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLKYNH

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

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