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Building 2Q2 WEALTH MANAGEMENT

Map pinLEXINGTON, KY
Phone859-216-2169
NotebookSEC #801-134286
Total AUM
$123.5M
Employees
3
Clients
152

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1792 ALYSHEBA WAY
SUITE 150
LEXINGTON
KY 40509
United States
Operating Hours
9-5
Monday - Friday
Phone
859-216-2169

ReceiptFinancials

Total AUM
$123.5M
Accounts
426
Discretionary
$119.1M
Accounts
374
Non-Discretionary
$4.4M
Accounts
52

ContactClients

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Individual Clients
115
AUM
$43.7M
HNW Individual Clients
36
AUM
$79.7M
Corporation or Business Clients
1
AUM
$51.1K

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
KYMISCTX

HandshakeAffiliates

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Affiliates
Reported 6 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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