Adviser Profile
| As of Date | 12/20/2024 |
| Registration status | Terminated |
| ADV Location | BOWLING GREEN, KY, United States |
| Contact Info | 270 xxxxxxx |
| Websites |
| AUM* | 32,250,000 16% |
| of that, discretionary | 31,544,500 17% |
| Number of Employees | 5 150% |
| of those in investment advisory functions | 2 |
| Private Fund GAV* | 0 |
| Avg Account Size | 215,000 127% |
| % High Net Worth | 6.67% 551% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
- Corporations or other businesses not listed above
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Compensation Arrangments
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Reported AUM
1
1
1
1
Private Funds
No private funds