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Building 2RICKETTS FINANCIAL, LLC

Map pinLOUISVILLE, KY
Phone(502) 396-4055
NotebookSEC #801-118963
Total AUM
$314M
Employees
3
Clients
116

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
4360 BROWNSBORO ROAD
SUITE 115
LOUISVILLE
KY 40207
United States
Operating Hours
8 AM - 5 PM
Monday - Friday
Phone
(502) 396-4055

ReceiptFinancials

Total AUM
$314M
Accounts
288
Discretionary
$309.3M
Accounts
287
Non-Discretionary
$4.7M
Accounts
1

ContactClients

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Individual Clients
66
AUM
$13.9M
HNW Individual Clients
49
AUM
$295.4M
Pension/Profit Sharing Plan Clients
1
AUM
$4.7M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLKYTNTX

HandshakeAffiliates

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

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