Overview
Assets Under Management: $679 million
Headquarters: LOUISVILLE, KY
High-Net-Worth Clients: 653
Average Client Assets: $712,946
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 653
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 68.61
Average High-Net-Worth Client Assets: $712,946
Total Client Accounts: 1,757
Discretionary Accounts: 1,122
Non-Discretionary Accounts: 635
Regulatory Filings
CRD Number: 7524
Last Filing Date: 2024-12-18 00:00:00
Website: https://firstky.com