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Building 2HAFELE INVESTMENTS

Map pinLOUISVILLE, KY
Phone502 365 1440
NotebookSEC #801-136566
Total AUM
$57.7M
Employees
4
Clients
9

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
500 NORTH HURSTBOURNE PARKWAY
SUITE 425
LOUISVILLE
KY 40222
United States
Operating Hours
8:00 AM - 5:00 PM
Monday - Friday
Phone
502 365 1440

ReceiptFinancials

Total AUM
$57.7M
Accounts
9
Discretionary
$57.7M
Accounts
9
Non-Discretionary
$0
Accounts
0

ContactClients

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Pooled Vehicle Clients
9
AUM
$57.7M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
FLINKYTX

HandshakeAffiliates

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

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