Overview
Assets Under Management: $160 million
Headquarters: LOUISVILLE, KY
High-Net-Worth Clients: 39
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Pension Consulting
Clients
Number of High-Net-Worth Clients: 39
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 49.47
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 372
Discretionary Accounts: 292
Non-Discretionary Accounts: 80
Regulatory Filings
CRD Number: 146493
Last Filing Date: 2024-08-29 00:00:00
Website: https://aim-rps.com