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Building 2DUPREE FINANCIAL GROUP, LLC

Map pinLEXINGTON, KY
Phone859-233-0400
NotebookSEC #801-71497
Total AUM
$404.4M
Employees
7
Clients
825

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
237 EAST MAIN STREET
LEXINGTON
KY 40507
United States
Operating Hours
8:30 AM - 5:00 PM
Monday - Friday
Phone
859-233-0400

ReceiptFinancials

Total AUM
$404.4M
Accounts
1,655
Discretionary
$404.4M
Accounts
1,655
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
711
AUM
$179.9M
HNW Individual Clients
114
AUM
$224.4M

Briefcase businessServices

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Services Offered
Individual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures
SEC/CFTC Penalty/Cease-and-DesistSEC/CFTC Violation Finding
State Registrations
AZFLINKYLAMIOHSCTN

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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