Overview
Assets Under Management: $213 million
Headquarters: LOUISVILLE, KY
High-Net-Worth Clients: 1
Average Client Assets: $155 million
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 1
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 72.61
Average High-Net-Worth Client Assets: $155 million
Total Client Accounts: 1,556
Discretionary Accounts: 1,556
Regulatory Filings
CRD Number: 140498
Filing ID: 2001846
Last Filing Date: 2025-07-03 11:53:00
Website: https://wealthmd.net