Overview
Assets Under Management: $504 million
Headquarters: BOWLING GREEN, KY
High-Net-Worth Clients: 131
Average Client Assets: $3.1 million
Frequently Asked Questions
LANDMARK FINANCIAL ADVISORS, 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 #129435), LANDMARK FINANCIAL ADVISORS, LLC is subject to fiduciary duty under federal law.
LANDMARK FINANCIAL ADVISORS, LLC is headquartered in BOWLING GREEN, KY.
LANDMARK FINANCIAL ADVISORS, LLC serves 131 high-net-worth clients according to their SEC filing dated October 09, 2023. View client details ↓
According to their SEC Form ADV, LANDMARK FINANCIAL ADVISORS, LLC offers financial planning, portfolio management for individuals, and pension consulting services. View all service details ↓
LANDMARK FINANCIAL ADVISORS, LLC manages $504 million in client assets according to their SEC filing dated October 09, 2023.
According to their SEC Form ADV, LANDMARK FINANCIAL ADVISORS, LLC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 131
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 79.49%
Average Client Assets: $3.1 million
Total Client Accounts: 1,452
Discretionary Accounts: 1,403
Non-Discretionary Accounts: 49
Regulatory Filings
CRD Number: 129435
Filing ID: 1792282
Last Filing Date: 2023-10-09 12:48:00