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Building 2SWEHLA & ASSOCIATES INC

Map pin
Phone1-859-635-3095
NotebookSEC #801-48269
Total AUM
$25.2M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
8:00 AM TO 5:00 PM
Monday - Friday
Phone
1-859-635-3095

ReceiptFinancials

Total AUM
$25.2M
Accounts
300
Discretionary
$0
Accounts
0
Non-Discretionary
$25.2M
Accounts
300

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Financial Planning
Compensation Types
Charges Hourly Fee

Shield checkCompliance

Disclosures

None reported

State Registrations
KYOH

HandshakeAffiliates

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

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