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Building 2THE MUTUAL FUND STORE

Map pinLOUISVILLE, KY
Phone502-425-2512
NotebookSEC #801-67323
Total AUM
$85.2M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
10285 CHAMPION FARMS DRIVE
LOUISVILLE
KY 40241
United States
Operating Hours
9AM-5PM
Monday - Friday
Phone
502-425-2512

ReceiptFinancials

Total AUM
$85.2M
Accounts
1,083
Discretionary
$85.2M
Accounts
1,083
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
FLINKY

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

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