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Building 2BARLOW WEALTH PARTNERS, LLC

Map pinLOUISVILLE, KY
Phone(502) 308-4270
NotebookSEC #801-127506
Total AUM
$1.4B
Employees
6
Clients
428

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3700 BROWNSBORO ROAD
LOUISVILLE
KY 40207
United States
Operating Hours
9:00AM TO 5:00PM
Monday - Friday
Phone
(502) 308-4270

ReceiptFinancials

Total AUM
$1.4B
Accounts
1,425
Discretionary
$1.2B
Accounts
1,194
Non-Discretionary
$146.2M
Accounts
231

ContactClients

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Individual Clients
91
AUM
$23.1M
HNW Individual Clients
312
AUM
$1.2B
Charitable Organization Clients
7
AUM
$16M
Corporation or Business Clients
18
AUM
$64.3M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
CACOFLGAILINKYNHOHSCTXVA

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

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