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Building 2INVESTMENTS & FINANCIAL PLANNING, LLC

Map pinLEXINGTON, KY
Phone859-543-8188
NotebookSEC #801-119021
Total AUM
$318.7M
Employees
6
Clients
751

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1795 ALYSHEBA WAY
SUITE 7104
LEXINGTON
KY 40509
United States
Operating Hours
8 AM-5PM
Monday - Friday
Phone
859-543-8188
Other Offices
1

ReceiptFinancials

Total AUM
$318.7M
Accounts
1,780
Discretionary
$318.7M
Accounts
1,780
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
696
AUM
$236.2M
HNW Individual Clients
54
AUM
$81.6M
Charitable Organization Clients
1
AUM
$891.6K

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
EducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPension Consulting
Other Services
FINANCIAL CONSULTING
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
KYLATNTX

HandshakeAffiliates

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

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