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Building 2WRENNE FINANCIAL PLANNING LLC

Map pin
Phone859-538-6044
NotebookSEC #801-124952
Total AUM
$297.9M
Employees
11
Clients
428

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
9AM - 5PM
Monday - Friday
Phone
859-538-6044
Other Offices
6

ReceiptFinancials

Total AUM
$297.9M
Accounts
2,351
Discretionary
$297.9M
Accounts
2,351
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
329
AUM
$88.1M
HNW Individual Clients
99
AUM
$209.8M

Briefcase businessServices

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Services Offered
EducationFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed Fee

Shield checkCompliance

Disclosures
Other Regulator Order (Past 10 Years)Other Regulator Violation Finding
State Registrations
AZCACOCTFLGAILINKSKYLAMAMIMNMOMSNCNENHNJNYOHORPATNTXVAWA

HandshakeAffiliates

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

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