Overview
Assets Under Management: $246 million
Headquarters: GLASGOW, KY
High-Net-Worth Clients: 3
Average Client Assets: $55 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 3
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 67.07
Average High-Net-Worth Client Assets: $55 million
Total Client Accounts: 1,567
Non-Discretionary Accounts: 1,567
Regulatory Filings
CRD Number: 175433
Filing ID: 1953093
Last Filing Date: 2025-03-21 14:36:00
Website: https://lockshieldpartners.com