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Building 2INVEST INC.

Map pinLEXINGTON, KY
Phone859-268-9200
NotebookSEC #801-122790
Total AUM
$158.7M
Employees
5
Clients
208

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
444 LEWIS HARGETT CIRCLE, STE 125
LEXINGTON
KY 40503
United States
Operating Hours
9-4
Monday - Friday
Phone
859-268-9200

ReceiptFinancials

Total AUM
$158.7M
Accounts
668
Discretionary
$151.9M
Accounts
665
Non-Discretionary
$6.9M
Accounts
3

ContactClients

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Individual Clients
208
AUM
$158.7M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly 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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