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Building 2KPP ADVISORY SERVICES LLC

Map pinLOUISVILLE, KY
Phone502-394-0400
NotebookSEC #801-111709
Total AUM
$1.2B
Employees
37
Clients
3,995

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
9300 SHELBYVILLE RD.
SUITE 1310
LOUISVILLE
KY 40222
United States
Operating Hours
8:00 AM - 5:00 PM
Monday - Friday
Phone
502-394-0400
Other Offices
13

ReceiptFinancials

Total AUM
$1.2B
Accounts
3,995
Discretionary
$1.2B
Accounts
3,932
Non-Discretionary
$22.1M
Accounts
63

ContactClients

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Individual Clients
3,677
AUM
$729.4M
HNW Individual Clients
318
AUM
$511.6M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
ALARCACOFLGAILINKSKYLAMAMIMONCNENVNYOHOKORPASCTNTXVAWI

HandshakeAffiliates

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

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