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Building 2PRIVATE CLIENT SERVICES, LLC

Map pinLOUISVILLE, KY
Phone502-451-0600
NotebookSEC #801-71475
Total AUM
$1.4B
Employees
60
Clients
8,765

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2225 LEXINGTON ROAD
LOUISVILLE
KY 40206
United States
Operating Hours
8:30 - 5:00
Monday - Friday
Phone
502-451-0600
Other Offices
23

ReceiptFinancials

Total AUM
$1.4B
Accounts
8,765
Discretionary
$561.6M
Accounts
2,929
Non-Discretionary
$821.5M
Accounts
5,836

ContactClients

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Individual Clients
8,529
AUM
$1B
HNW Individual Clients
194
AUM
$364.8M
Pension/Profit Sharing Plan Clients
35
AUM
$750.8K
Corporation or Business Clients
7
AUM
$7.2M

Briefcase businessServices

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

Shield checkCompliance

Disclosures
Other Regulator Order (Past 10 Years)Other Regulator Violation Finding
State Registrations
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPARISCSDTNTXUTVAVTWAWIWV

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 3 other businesses.

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