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Building 2ATLAS BROWN

Map pinLOUISVILLE, KY
Phone502-271-2900
NotebookSEC #801-63702
Total AUM
$605.2M
Employees
9
Clients
452

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
333 EAST MAIN STREET
SUITE 400
LOUISVILLE
KY 40202-1259
United States
Operating Hours
8:30 AM TO 5:00 PM
Monday - Friday
Phone
502-271-2900

ReceiptFinancials

Total AUM
$605.2M
Accounts
1,194
Discretionary
$584.8M
Accounts
1,164
Non-Discretionary
$20.4M
Accounts
30

ContactClients

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Individual Clients
388
AUM
$204.6M
HNW Individual Clients
52
AUM
$349.9M
Pension/Profit Sharing Plan Clients
1
AUM
$42
Charitable Organization Clients
5
AUM
$50.2M
Corporation or Business Clients
6
AUM
$479.7K

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLGAINKYLAOHTNTX

HandshakeAffiliates

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

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