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Building 2CHANNEL ISLANDS GROUP

Map pinCOVINGTON, KY
Phone859-888-0355
NotebookSEC #801-80798
Total AUM
$224.4M
Employees
10
Clients
352

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
15 WEST FIFTH ST.
COVINGTON
KY 41011
United States
Operating Hours
8:30 A.M. TO 5:00 P.M.
Monday - Friday
Phone
859-888-0355
Other Offices
1

ReceiptFinancials

Total AUM
$224.4M
Accounts
779
Discretionary
$205.2M
Accounts
731
Non-Discretionary
$19.3M
Accounts
48

ContactClients

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Individual Clients
279
AUM
$88.6M
HNW Individual Clients
70
AUM
$132M
Pension/Profit Sharing Plan Clients
1
AUM
$1.3M
Charitable Organization Clients
1
AUM
$2.4M
Corporation or Business Clients
1
AUM
$72.9K

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
CAKYTX

HandshakeAffiliates

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

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