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D. SCOTT NEAL, INC.

Tel: 859-254-3036
3292 Eagle View Lane
Suite 290
Lexington, Kentucky  40509

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D. SCOTT NEAL, INC.

D. SCOTT NEAL, INC. is a Lexington, Kentucky based financial advisory firm with nearly $352,031,453 in assets under management and provides investment advisory services for 1335 clients. There are currently 10 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 , Education seminars/workshops

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

Firm CRD#:

110975

SEC#:

801-60070

No. of Clients:

1335

Assets under Management

$352,031,453

No. of Advisors:

10

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