Overview
Assets Under Management: $330 million
Headquarters: LEXINGTON, KY
High-Net-Worth Clients: 5
Average Client Assets: $33 million
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 5
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 49.42
Average High-Net-Worth Client Assets: $33 million
Total Client Accounts: 1,615
Discretionary Accounts: 1,615
Regulatory Filings
CRD Number: 131091
Filing ID: 1931772
Last Filing Date: 2025-03-05 16:34:00
Website: https://dupreefinancial.com