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Building 2TODD ASSET MANAGEMENT LLC

Map pinLOUISVILLE, KY
Phone(502)-585-3121
NotebookSEC #801-55565
Total AUM
$6.2B
Employees
18
Clients
71

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
101 SOUTH 5TH STREET
SUITE 3100
LOUISVILLE
KY 40202
United States
Operating Hours
8:30 AM TO 5:00 PM
Monday - Friday
Phone
(502)-585-3121

ReceiptFinancials

Total AUM
$6.2B
Accounts
104
Discretionary
$6.2B
Accounts
104
Non-Discretionary
$0
Accounts
0

ContactClients

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HNW Individual Clients
43
AUM
$227.3M
Pension/Profit Sharing Plan Clients
1
AUM
$15.9M
Charitable Organization Clients
6
AUM
$99.6M
Government Entity Clients
5
AUM
$4.9B
Investment Advisor Clients
16
AUM
$930.8M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio ManagementOther ServicesPublications
Other Services
PROVIDE AND UPDATE MODEL PORTFOLIO TO PLATFORM CLIENTS UNDER AGREEMENT INCLUDING AN ETF AS SUB-ADVISER.
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AKALARAZCACOCTDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPARISCSDTNTXUTVAVTWAWIWV

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 3 other businesses.

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