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JOULE FINANCIAL, LLC

Tel: 859-881-0777
1216 S. Broadway
Lexington, Kentucky  40504

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JOULE FINANCIAL, LLC

JOULE FINANCIAL, LLC is a Lexington, Kentucky based financial advisory firm with nearly $331,989,252 in assets under management and provides investment advisory services for 1822 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 , Pesnsion consulting services

Fee Structure:

A percentage of AUM, Fixed fees

Firm CRD#:

320791

SEC#:

801-125024

No. of Clients:

1822

Assets under Management

$331,989,252

No. of Advisors:

7

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