Overview
Assets Under Management: $330 million
Headquarters: LEXINGTON, KY
High-Net-Worth Clients: 90
Average Client Assets: $2 million
Frequently Asked Questions
DUPREE FINANCIAL GROUP, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #131091), DUPREE FINANCIAL GROUP, LLC is subject to fiduciary duty under federal law.
DUPREE FINANCIAL GROUP, LLC is headquartered in LEXINGTON, KY.
DUPREE FINANCIAL GROUP, LLC serves 90 high-net-worth clients according to their SEC filing dated March 05, 2025. View client details ↓
According to their SEC Form ADV, DUPREE FINANCIAL GROUP, LLC offers portfolio management for individuals. View all service details ↓
DUPREE FINANCIAL GROUP, LLC manages $330 million in client assets according to their SEC filing dated March 05, 2025.
According to their SEC Form ADV, DUPREE FINANCIAL GROUP, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 90
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 50.58
Average High-Net-Worth Client Assets: $2 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