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Building 2RETIREMENT PLANNING SOLUTIONS, LLC

Map pinLOUISVILLE, KY
Phone502-499-5668
NotebookSEC #801-119926
Total AUM
$467M
Employees
17
Clients
1,212

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3432 STONY SPRING CIRCLE
LOUISVILLE
KY 40220
United States
Operating Hours
9:00 TO 5:00
Monday - Friday
Phone
502-499-5668
Other Offices
2

ReceiptFinancials

Total AUM
$467M
Accounts
2,812
Discretionary
$467M
Accounts
2,812
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
1,136
AUM
$303.2M
HNW Individual Clients
74
AUM
$162.7M
Charitable Organization Clients
2
AUM
$1.1M

Briefcase businessServices

View ADV Part 2 brochures →

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

Shield checkCompliance

Disclosures

None reported

State Registrations
COFLGAILINKYLAMDNCNHOHORPASCTNTX

HandshakeAffiliates

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

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