Overview
Assets Under Management: $874 million
Headquarters: LOUISVILLE, KY
High-Net-Worth Clients: 170
Average Client Assets: $2 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: 170
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 42.98
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 3,405
Discretionary Accounts: 3,227
Non-Discretionary Accounts: 178
Regulatory Filings
CRD Number: 289507
Filing ID: 1998761
Last Filing Date: 2025-06-24 16:51:00
Website: https://lpl.com