Overview
Assets Under Management: $291 million
Headquarters: LEXINGTON, KY
High-Net-Worth Clients: 3
Average Client Assets: $97 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 3
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 100.00
Average High-Net-Worth Client Assets: $97 million
Total Client Accounts: 1,418
Discretionary Accounts: 1,418
Regulatory Filings
CRD Number: 107337
Filing ID: 1953697
Last Filing Date: 2025-03-25 15:54:00
Website: https://moneywatchadvisors.com