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Building 2ABRI LLC

Map pinLEXINGTON, KY
Phone859-636-6140
NotebookSEC #801-135476
Total AUM
$114.4M
Employees
8
Clients
272

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
333 E SHORT ST.
#210
LEXINGTON
KY 40507
United States
Operating Hours
BY APPT. ONLY
BY APPT ONLY
Phone
859-636-6140

ReceiptFinancials

Total AUM
$114.4M
Accounts
991
Discretionary
$114.4M
Accounts
991
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
224
AUM
$33.1M
HNW Individual Clients
47
AUM
$81.1M
Charitable Organization Clients
1
AUM
$122K

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementOther ServicesPension Consulting
Other Services
SPEAKING ENGAGEMENTS
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
SOLICITOR OR REFERRAL FEES

Shield checkCompliance

Disclosures

None reported

State Registrations
CAILINKYMIOHTNTXWAWI

HandshakeAffiliates

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

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