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Building 2CHURCHILL FINANCIAL ADVISORS, LLC

Map pinLOUISVILLE, KY
Phone502-895-3535
NotebookSEC #801-131738
Total AUM
$522.9M
Employees
5
Clients
108

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
312 WHITTINGTON PARKWAY
SUITE 201
LOUISVILLE
KY 40222-4925
United States
Operating Hours
8:30 - 4:30
Monday - Friday
Phone
502-895-3535

ReceiptFinancials

Total AUM
$522.9M
Accounts
279
Discretionary
$522.9M
Accounts
279
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
63
AUM
$10.4M
HNW Individual Clients
45
AUM
$512.5M

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ALARCADCDEFLGAILINKYLAMENCNENMOHOKTNTXWI

HandshakeAffiliates

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

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