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FAMILY WEALTH PLANNING PARTNERS

Tel: 502-200-5210
9200 Shelbyville Rd
Suite 103
Louisville, Kentucky  40222

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FAMILY WEALTH PLANNING PARTNERS

FAMILY WEALTH PLANNING PARTNERS is a Louisville, Kentucky based financial advisory firm with nearly $313,506,471 in assets under management and provides investment advisory services for 1728 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

Fee Structure:

A percentage of AUM, Fixed fees

Firm CRD#:

323656

SEC#:

801-126996

No. of Clients:

1728

Assets under Management

$313,506,471

No. of Advisors:

7

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