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Building 2LOCKSHIELD PARTNERS, INC.

Map pinGLASGOW, KY
Phone270-629-2046
NotebookSEC #801-116877
Total AUM
$290.6M
Employees
8
Clients
1,116

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
301 SOUTH BROADWAY
GLASGOW
KY 42141
United States
Operating Hours
8AM - 4PM
Monday - Friday
Phone
270-629-2046
Other Offices
1

ReceiptFinancials

Total AUM
$290.6M
Accounts
1,717
Discretionary
$0
Accounts
0
Non-Discretionary
$290.6M
Accounts
1,717

ContactClients

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Individual Clients
1,053
AUM
$185.5M
HNW Individual Clients
60
AUM
$104.1M
Pension/Profit Sharing Plan Clients
1
AUM
$684.9K
Charitable Organization Clients
2
AUM
$294.3K

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
KYTNTX

HandshakeAffiliates

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

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