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Building 2WAYCROSS PARTNERS, LLC

Map pinLOUISVILLE, KY
Phone502-410-1900
NotebookSEC #801-81041
Total AUM
$1.2B
Employees
13
Clients
50

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
4965 U.S. HIGHWAY 42, SUITE 2900
LOUISVILLE
KY 40222
United States
Operating Hours
8:00AM - 5:00PM
Monday - Friday
Phone
502-410-1900
Other Offices
1

ReceiptFinancials

Total AUM
$1.2B
Accounts
51
Discretionary
$1.2B
Accounts
51
Non-Discretionary
$0
Accounts
0

ContactClients

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HNW Individual Clients
12
AUM
$30.3M
Investment Company Clients
2
AUM
$251.5M
Pension/Profit Sharing Plan Clients
13
AUM
$119.5M
Government Entity Clients
20
AUM
$777.8M
Corporation or Business Clients
3
AUM
$3.9M

Briefcase businessServices

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Services Offered
Company Portfolio ManagementIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLKYNY

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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