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MAGNATE ADVISORY SERVICES, LLC

Tel: (502) 855-3160
400 Blankenbaker Parkway
Suite 100
Louisville, Kentucky  40243

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MAGNATE ADVISORY SERVICES, LLC

MAGNATE ADVISORY SERVICES, LLC is a Louisville, Kentucky based financial advisory firm with nearly $209,933,238 in assets under management and provides investment advisory services for 2075 clients. There are currently 7 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial planning services , Portfolio management for individuals and/or small businesses , Portfolio management for businesses or institutional clients , Pesnsion consulting services , Education seminars/workshops , Other (FINANCIAL CONSULTING NOT RESULTING IN A FINANCIAL PLAN)

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

Firm CRD#:

283056

SEC#:

801-118616

No. of Clients:

2075

Assets under Management

$209,933,238

No. of Advisors:

7

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