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Building 2HARVEY INVESTMENT COMPANY, LLC

Map pinLOUISVILLE, KY
Phone502-339-8270
NotebookSEC #801-58031
Total AUM
$1B
Employees
4
Clients
185

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
297 NORTH HUBBARDS LANE
SUITE 102
LOUISVILLE
KY 40207
United States
Operating Hours
8:30 AM TO 5:00 PM
Monday - Friday
Phone
502-339-8270

ReceiptFinancials

Total AUM
$1B
Accounts
264
Discretionary
$1B
Accounts
264
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
13
AUM
$9.1M
HNW Individual Clients
163
AUM
$902M
Charitable Organization Clients
8
AUM
$114.7M
Corporation or Business Clients
1
AUM
$2.9M

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures
Other Regulator Denial/Suspension/RevocationOther Regulator Order (Past 10 Years)Other Regulator Violation FindingSEC/CFTC Order EntrySEC/CFTC Penalty/Cease-and-DesistSEC/CFTC Violation FindingSRO Rule Violation
State Registrations
CACOFLGAKYNCSCTX

HandshakeAffiliates

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Affiliates
Reported 14 business affiliates.
Claimed Affiliates
Reported as an affiliate by 16 other businesses.

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