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Building 2EQUITY ADVISORS OF KENTUCKY INC

Map pinWADDY, KY
Phone502-829-9244
NotebookSEC #801-67638
Total AUM
$51.8M
Employees
8
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2950 WADDY ROAD
WADDY
KY 40076
United States
Operating Hours
8AM TO 5PM
Monday - Friday
Phone
502-829-9244

ReceiptFinancials

Total AUM
$51.8M
Accounts
98
Discretionary
$0
Accounts
0
Non-Discretionary
$51.8M
Accounts
98

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures
Other Regulator Order (Past 10 Years)SRO Discipline/Expulsion/SuspensionSRO Rule Violation
State Registrations
KY

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

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