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Building 2JOULE FINANCIAL

Map pinLEXINGTON, KY
Phone859-881-0777
NotebookSEC #801-112854
Total AUM
$276.8M
Employees
6
Clients
578

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1216 S. BROADWAY
LEXINGTON
KY 40504
United States
Operating Hours
9:00AM - 5:00 PM
Monday - Friday
Phone
859-881-0777

ReceiptFinancials

Total AUM
$276.8M
Accounts
1,519
Discretionary
$268.3M
Accounts
1,512
Non-Discretionary
$8.5M
Accounts
7

ContactClients

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Individual Clients
477
AUM
$97.1M
HNW Individual Clients
99
AUM
$176.1M
Pension/Profit Sharing Plan Clients
1
AUM
$1.4M
Insurance Company Clients
1
AUM
$2.2M

Briefcase businessServices

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

Shield checkCompliance

Disclosures
Other Regulator Violation Finding
State Registrations
CAFLINKYNCOHTNTXVA

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 5 other businesses.

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