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Building 2MCF ADVISORS, LLC

Map pinLEXINGTON, KY
Phone859-967-0999
NotebookSEC #801-62765
Total AUM
$4.7B
Employees
55
Clients
3,539

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
333 WEST VINE STREET
12TH FLOOR
LEXINGTON
KY 40507
United States
Operating Hours
8:00 AM TO 5:00 PM
Monday - Friday
Phone
859-967-0999
Other Offices
4

ReceiptFinancials

Total AUM
$4.7B
Accounts
7,540
Discretionary
$3.5B
Accounts
7,325
Non-Discretionary
$1.2B
Accounts
215

ContactClients

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Individual Clients
2,792
AUM
$393.9M
HNW Individual Clients
648
AUM
$2.2B
Banking Clients
1
AUM
$16.1M
Pension/Profit Sharing Plan Clients
69
AUM
$1.9B
Charitable Organization Clients
21
AUM
$114.7M
Corporation or Business Clients
8
AUM
$128.6M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ALARAZCACOFLGAILINKSKYMDMIMONCNYOHOKSCTNTXVAWAWV

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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