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Building 2LANDMARK FINANCIAL ADVISORS, LLC

Map pinBOWLING GREEN, KY
Phone270-782-9222
NotebookSEC #801-62582
Total AUM
$503.7M
Employees
8
Clients
511

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1131 FAIRVIEW AVENUE
SUITE 203
BOWLING GREEN
KY 42103
United States
Operating Hours
8:00 A.M. - 5:00 P.M.
Monday - Friday
Phone
270-782-9222

ReceiptFinancials

Total AUM
$503.7M
Accounts
1,452
Discretionary
$439.2M
Accounts
1,403
Non-Discretionary
$64.5M
Accounts
49

ContactClients

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Individual Clients
364
AUM
$76.3M
HNW Individual Clients
131
AUM
$400.4M
Pension/Profit Sharing Plan Clients
8
AUM
$10.9M
Charitable Organization Clients
1
AUM
$1.9M
Corporation or Business Clients
1
AUM
$8M
Other Clients
6
AUM
$6.2M
Description of Other Clients
TRUSTS

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLKYTNTX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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