Overview
Assets Under Management: $343 million
Headquarters: ELIZABETHTOWN, KY
High-Net-Worth Clients: 45
Average Client Assets: $3 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 45
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 43.10
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 1,064
Discretionary Accounts: 1,051
Non-Discretionary Accounts: 13
Regulatory Filings
CRD Number: 289436
Filing ID: 1943272
Last Filing Date: 2025-03-22 17:12:00
Website: https://owenlarue.com