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Building 2JOULE FINANCIAL, LLC

Map pinLEXINGTON, KY
Phone859-881-0777
NotebookSEC #801-125024
Total AUM
$478.6M
Employees
8
Clients
728

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
998 GOVERNORS LN
SUITE 325
LEXINGTON
KY 40513
United States
Operating Hours
9:00AM - 5:00PM
Monday - Friday
Phone
859-881-0777

ReceiptFinancials

Total AUM
$478.6M
Accounts
2,181
Discretionary
$478.6M
Accounts
2,181
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
561
AUM
$155.4M
HNW Individual Clients
163
AUM
$314.6M
Pension/Profit Sharing Plan Clients
1
AUM
$2.9M
Charitable Organization Clients
1
AUM
$3.3M
Insurance Company Clients
1
AUM
$2.3M
Corporation or Business Clients
1
AUM
$16.5K

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLGAINKYLANCNHOHTNTXVA

HandshakeAffiliates

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Affiliates
Reported 28 business affiliates.
Claimed Affiliates
Reported as an affiliate by 13 other businesses.

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