OWEN LARUE FINANCIAL GROUP
Total AUM
$458.9M
Employees
7Clients
861Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
109 W. POPLAR STREET
ELIZABETHTOWN
KY 42701
United States
ELIZABETHTOWN
KY 42701
United States
Operating Hours
8:30AM TO 4:30 M-TH, 8:30 TO 12PM FRI
Monday - Friday
Monday - Friday
Phone
270-769-9995
Financials
Total AUM
$458.9M
Accounts
1,509Discretionary
$387.1M
Accounts
1,497Non-Discretionary
$71.7M
Accounts
12
Clients
Individual Clients
779AUM
$178.6M
HNW Individual Clients
61AUM
$184.9M
Charitable Organization Clients
1AUM
$112.4K
Corporation or Business Clients
8AUM
$23.6M
Other Clients
12AUM
$71.7M
Description of Other Clients
401K PLANS
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementOther Services
Other Services
CONSULTING
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
FLKYNH
Affiliates
Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.