Overview
Assets Under Management: $278 million
Headquarters: LEXINGTON, KY
High-Net-Worth Clients: 2
Average Client Assets: $106 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Educational Seminars
Clients
Number of High-Net-Worth Clients: 2
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 76.42
Average High-Net-Worth Client Assets: $106 million
Total Client Accounts: 1,714
Discretionary Accounts: 1,714
Regulatory Filings
CRD Number: 164333
Filing ID: 2010795
Last Filing Date: 2025-08-21 10:42:00
Website: https://investfp.com