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MAGNATE ADVISORY SERVICES, LLC
LOUISVILLE, KY
(502) 855-3160
SEC #801-118616Total AUM
$314.1M
Employees
7Clients
1,576Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
400 BLANKENBAKER PARKWAY
SUITE 100
LOUISVILLE
KY 40243
United States
SUITE 100
LOUISVILLE
KY 40243
United States
Operating Hours
BY APPOINTMENT
Monday - Friday
Monday - Friday
Phone
(502) 855-3160
Other Offices
3
Financials
Total AUM
$314.1M
Accounts
2,229Discretionary
$304.2M
Accounts
2,225Non-Discretionary
$9.9M
Accounts
4
Clients
Individual Clients
1,505AUM
$188.8M
HNW Individual Clients
67AUM
$115.5M
Pension/Profit Sharing Plan Clients
4AUM
$9.9M
Services
Services Offered
EducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPension Consulting
Other Services
FINANCIAL CONSULTING NOT RESULTING IN A FINANCIAL PLAN
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
Other Regulator Cause of Denial/SuspensionOther Regulator Violation Finding
State Registrations
FLINKYOHTNTX
Affiliates
Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.