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Building 2ACUITY WEALTH MANAGEMENT ADVISORS

Map pinLEXINGTON, KY
Phone859-492-7405
NotebookSEC #801-127938
Total AUM
$101.4M
Employees
2
Clients
90

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
444 EAST MAIN STREET
SUITE 202
LEXINGTON
KY 40507
United States
Operating Hours
9:00 AM TO 5:00 PM
Monday - Friday
Phone
859-492-7405

ReceiptFinancials

Total AUM
$101.4M
Accounts
330
Discretionary
$101.4M
Accounts
330
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
63
AUM
$23.8M
HNW Individual Clients
27
AUM
$77.6M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
KYTX

HandshakeAffiliates

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Affiliates
Reported 5 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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