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Building 2BLVD PRIVATE WEALTH, LLC

Map pinPROSPECT, KY
Phone(502) 805-5820
NotebookSEC #801-119638
Total AUM
$37M
Employees
2
Clients
22

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
10515 MEETING STREET
SUITE 101
PROSPECT
KY 40059
United States
Operating Hours
NOT APPLICABLE - OFFICE VISITS BY APPOINTMENT ONLY
NOT APPLICABLE - OFFICE VISITS BY APPOINTMENT ONLY
Phone
(502) 805-5820

ReceiptFinancials

Total AUM
$37M
Accounts
40
Discretionary
$37M
Accounts
40
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
17
AUM
$7M
HNW Individual Clients
5
AUM
$30M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
KY

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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