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Building 2CENTERLINE WEALTH ADVISORS, LLC

Map pinLOUISVILLE, KY
Phone(502) 242-1561
NotebookSEC #801-76852
Total AUM
$326M
Employees
8
Clients
268

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
10200 FOREST GREEN BLVD.
SUITE 306
LOUISVILLE
KY 40223
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
(502) 242-1561

ReceiptFinancials

Total AUM
$326M
Accounts
819
Discretionary
$325.3M
Accounts
818
Non-Discretionary
$729.1K
Accounts
1

ContactClients

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Individual Clients
162
AUM
$12.3M
HNW Individual Clients
97
AUM
$300.7M
Pension/Profit Sharing Plan Clients
1
AUM
$729.1K
Corporation or Business Clients
7
AUM
$9.1M
Other Clients
1
AUM
$3.2M
Description of Other Clients
LABOR UNION

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPension ConsultingPooled Vehicle Portfolio Management
Other Services
BIZ2BEACH EXIT PLANNING SERVICES
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
INKYLATNTX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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