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Building 2EQUITY ADVISORS OF KENTUCKY INC

Map pinLEXINGTON, KY
Phone502-829-9244
NotebookSEC #801-112311
Total AUM
$141.6M
Employees
3
Clients
114

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2201 REGENCY ROAD
SUITE 504
LEXINGTON
KY 40503
United States
Operating Hours
8AM TO 5PM
Monday - Friday
Phone
502-829-9244
Other Offices
1

ReceiptFinancials

Total AUM
$141.6M
Accounts
530
Discretionary
$6.6M
Accounts
30
Non-Discretionary
$135M
Accounts
500

ContactClients

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Individual Clients
94
AUM
$95.7M
HNW Individual Clients
20
AUM
$45.9M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures
Other Regulator Denial/Suspension/RevocationOther Regulator Violation Finding
State Registrations
FLHIINKYMIOHTX

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

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