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Building 2GRAETER WEALTH ADVISORS, LLC

Map pinLOUISVILLE, KY
Phone502-625-1996
NotebookSEC #801-79317
Total AUM
$85.2M
Employees
2
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
401 SOUTH 4TH STREET
SUITE 901
LOUISVILLE
KY 40202
United States
Operating Hours
8:30 AM - 5:00PM
Monday - Friday
Phone
502-625-1996

ReceiptFinancials

Total AUM
$85.2M
Accounts
230
Discretionary
$81.5M
Accounts
222
Non-Discretionary
$3.7M
Accounts
8

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
KY

HandshakeAffiliates

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

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