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Building 2FAMILY WEALTH PLANNING PARTNERS

Map pinLOUISVILLE, KY
Phone502-200-5210
NotebookSEC #801-126996
Total AUM
$317.4M
Employees
8
Clients
1,466

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3012 EASTPOINT PARKWAY
LOUISVILLE
KY 40223
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
502-200-5210
Other Offices
2

ReceiptFinancials

Total AUM
$317.4M
Accounts
1,366
Discretionary
$206.9M
Accounts
1,041
Non-Discretionary
$110.5M
Accounts
325

ContactClients

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Individual Clients
1,090
AUM
$97.6M
HNW Individual Clients
51
AUM
$109.3M
Pension/Profit Sharing Plan Clients
75
AUM
$73.6M
Other Clients
250
AUM
$36.9M
Description of Other Clients
ALT INV & ANNUITIES EALD AWAY

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
INKYLATX

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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