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Building 2PROACTIVE ADVISORS, LLC

Map pinLEXINGTON, KY
Phone859-263-1117 X224
NotebookSEC #801-69233
Total AUM
$32.3M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
444 EAST MAIN STREET
STE. 110
LEXINGTON
KY 40507-1920
United States
Operating Hours
9:00-5:00
Monday - Friday
Phone
859-263-1117 X224

ReceiptFinancials

Total AUM
$32.3M
Accounts
65
Discretionary
$21.2M
Accounts
59
Non-Discretionary
$11.1M
Accounts
6

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPension Consulting
Other Services
RETIREMENT PLANNING & ASSET ALLOCATION SERVICES
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
SUBSCRIPTIONS FOR ASSET ALLOCATION SERVICES

Shield checkCompliance

Disclosures
Other Regulator Order (Past 10 Years)SRO Rule Violation
State Registrations
KYSC

HandshakeAffiliates

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

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