Overview
Assets Under Management: $1.1 billion
Headquarters: LOUISVILLE, KY
High-Net-Worth Clients: 217
Average Client Assets: $5 million
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 217
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 88.07
Average High-Net-Worth Client Assets: $5 million
Total Client Accounts: 470
Discretionary Accounts: 456
Non-Discretionary Accounts: 14
Regulatory Filings
CRD Number: 107794
Last Filing Date: 2025-01-24 00:00:00
Website: https://parthenonllc.com