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Building 2MICHAEL GERARD BUCK

Map pinCRESTWOOD, KY
Phone502-241-1030
NotebookSEC #801-56843
Total AUM
$28.2M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
5719 WEST HIGHWAY 22
CRESTWOOD
KY 40014
USA
Operating Hours
8:30AM - 5:00PM
Monday - Friday
Phone
502-241-1030

ReceiptFinancials

Total AUM
$28.2M
Accounts
280
Discretionary
$12.1M
Accounts
130
Non-Discretionary
$16.1M
Accounts
150

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges CommissionCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
KY

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

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