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Building 2MONEYWATCH ADVISORS, INC.

Map pinLEXINGTON, KY
Phone859-268-1117
NotebookSEC #801-26952
Total AUM
$329.7M
Employees
6
Clients
384

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
121 WALTON AVENUE
LEXINGTON
KY 40508
United States
Operating Hours
8:30AM-4:00PM
Monday - Friday
Phone
859-268-1117

ReceiptFinancials

Total AUM
$329.7M
Accounts
384
Discretionary
$329.7M
Accounts
384
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
384
AUM
$329.7M

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
FLKYMEOHTNTX

HandshakeAffiliates

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

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