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Building 2RESEARCH & PORTFOLIO MANAGEMENT

Map pinCRESCENT SPRINGS, KY
Phone(859) 578-2200
NotebookSEC #801-121337
Total AUM
$160.8M
Employees
3
Clients
259

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
634 BUTTERMILK PIKE
CRESCENT SPRINGS
KY 41017-1302
United States
Operating Hours
8:00 A.M - 5:00 P.M.
Monday - Friday
Phone
(859) 578-2200

ReceiptFinancials

Total AUM
$160.8M
Accounts
259
Discretionary
$155.1M
Accounts
252
Non-Discretionary
$5.7M
Accounts
7

ContactClients

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Individual Clients
205
AUM
$27.2M
HNW Individual Clients
54
AUM
$133.6M

Briefcase businessServices

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Services Offered
Individual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
KYOH

HandshakeAffiliates

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

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