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INVESTMENTS & FINANCIAL PLANNING, LLC

Tel: 859-543-8188
1795 Alysheba Way
Suite 7104
Lexington, Kentucky  40509

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INVESTMENTS & FINANCIAL PLANNING, LLC

INVESTMENTS & FINANCIAL PLANNING, LLC is a Lexington, Kentucky based financial advisory firm with nearly $278,443,881 in assets under management and provides investment advisory services for 1714 clients. There are currently 6 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)

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

Firm CRD#:

164333

SEC#:

801-119021

No. of Clients:

1714

Assets under Management

$278,443,881

No. of Advisors:

6

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