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Building 2PRIVATE ASSET MANAGEMENT

Map pinLEXINGTON, KY
Phone859-543-1255
NotebookSEC #801-63338
Total AUM
$10.2M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
501 DARBY CREEK ROAD
SUITE 34
LEXINGTON
KY 40509
USA
Operating Hours
9A.M. - 4 P.M.
Monday - Friday
Phone
859-543-1255

ReceiptFinancials

Total AUM
$10.2M
Accounts
50
Discretionary
$8.8M
Accounts
42
Non-Discretionary
$1.4M
Accounts
8

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations

None reported

HandshakeAffiliates

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

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