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Building 2WITTER & WESTLAKE INVESTMENTS

Map pinLOUISVILLE, KY
Phone502-339-8840
NotebookSEC #801-67347
Total AUM
$13M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1515 ORMSBY STATION CT.
SUITE C
LOUISVILLE
KY 40223
United States
Operating Hours
9.00 TO 5.00
Monday - Friday
Phone
502-339-8840

ReceiptFinancials

Total AUM
$13M
Accounts
70
Discretionary
$13M
Accounts
70
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Individual Portfolio Management
Compensation Types
Charges Other FeeCharges Percentage AUMCharges Performance-Based
Other Compensation
TRADING LEVEL

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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