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Building 2D. SCOTT NEAL, INC.

Map pinLEXINGTON, KY
Phone859-254-3036
NotebookSEC #801-60070
Total AUM
$352M
Employees
10
Clients
404

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3292 EAGLE VIEW LANE
SUITE 290
LEXINGTON
KY 40509
United States
Operating Hours
BY APPOINTMENT
Monday - Friday
Phone
859-254-3036
Other Offices
1

ReceiptFinancials

Total AUM
$352M
Accounts
1,335
Discretionary
$337.8M
Accounts
1,116
Non-Discretionary
$14.3M
Accounts
219

ContactClients

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Individual Clients
273
AUM
$78M
HNW Individual Clients
124
AUM
$260.9M
Charitable Organization Clients
5
AUM
$11M
Corporation or Business Clients
2
AUM
$2.2M

Briefcase businessServices

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Services Offered
EducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
GAINKYNCTX

HandshakeAffiliates

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

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