Overview
Assets Under Management: $461 million
Headquarters: RICHMOND, KY
High-Net-Worth Clients: 2
Average Client Assets: $84 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 2
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 36.39
Average High-Net-Worth Client Assets: $84 million
Total Client Accounts: 1,115
Discretionary Accounts: 1,115
Regulatory Filings
CRD Number: 289463
Filing ID: 1943451
Last Filing Date: 2025-03-15 18:00:00
Website: https://lpl.com