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PRIVATE CLIENT SERVICES, LLC

Tel: 502-451-0600
2225 Lexington Road
Louisville, Kentucky  40206

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PRIVATE CLIENT SERVICES, LLC

PRIVATE CLIENT SERVICES, LLC is a Louisville, Kentucky based financial advisory firm with nearly $845,810,789 in assets under management and provides investment advisory services for 2890 clients. There are currently 60 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 , Selection for other advisors , Education seminars/workshops

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

Firm CRD#:

120222

SEC#:

801-71475

No. of Clients:

2890

Assets under Management

$845,810,789

No. of Advisors:

60

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