Overview
Assets Under Management: $7.6 billion
Headquarters: LOUISVILLE, KY
High-Net-Worth Clients: 1,824
Average Client Assets: $1.6 million
Frequently Asked Questions
J.J.B. HILLIARD, W.L. LYONS, 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 #453), J.J.B. HILLIARD, W.L. LYONS, LLC is subject to fiduciary duty under federal law.
J.J.B. HILLIARD, W.L. LYONS, LLC is headquartered in LOUISVILLE, KY.
J.J.B. HILLIARD, W.L. LYONS, LLC serves 1,824 high-net-worth clients according to their SEC filing dated May 07, 2018. View client details ↓
According to their SEC Form ADV, J.J.B. HILLIARD, W.L. LYONS, LLC offers financial planning, portfolio management for individuals, portfolio management for businesses, portfolio management for institutional clients, selection of other advisors, and educational seminars and workshops. View all service details ↓
J.J.B. HILLIARD, W.L. LYONS, LLC manages $7.6 billion in client assets according to their SEC filing dated May 07, 2018.
According to their SEC Form ADV, J.J.B. HILLIARD, W.L. LYONS, LLC serves high-net-worth individuals, businesses, and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Companies, Portfolio Management for Institutional Clients, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 1,824
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 37.98%
Average Client Assets: $1.6 million
Total Client Accounts: 24,586
Discretionary Accounts: 13,058
Non-Discretionary Accounts: 11,528
Regulatory Filings
CRD Number: 453
Filing ID: 1171976
Last Filing Date: 2018-05-07 11:06:00