LOCKSHIELD PARTNERS, INC. is a Glasgow, Kentucky based financial advisory firm with nearly $166,899,181 in assets under management and provides investment advisory services for 1403 clients. There are currently 4 financial advisors at the firm.
General Information |
| Firm CRD#: | 175433 | |
| SEC#: | 801-116877 | |
| Assets under Management: | $166,899,181 | |
| No. of Clients: | 1403 | |
| No. of Advisors: | 4 | |
| Advisory Services Provided: | Financial Planning, Portfolio Management for Individuals, Portfolio Management for Business | |
| Fee Structure: | A Percentage of AUM, Hourly charges, Fixed Fees |
| Financial Advisory Firm | Firm CRD# | SEC# | No. of Clients | No. of Advisors | AUM |
| STRATEGIC WEALTH INVESTMENT GROUP, LLC | 165474 | 801-117642 | 5393 | 76 | $627,838,627 |
| LEGACY FINANCIAL ADVISORS, INC. | 158675 | 801-72637 | 3157 | 20 | $987,602,317 |
| FIRST KENTUCKY SECURITIES CORP | 7524 | 801-67742 | 2848 | 25 | $641,112,265 |
| PRIVATE CLIENT SERVICES, LLC | 120222 | 801-71475 | 2669 | 60 | $663,057,627 |
| BALLAST, INC. | 152695 | 801-79651 | 1549 | 12 | $423,413,984 |
| JOURNEY ADVISORY GROUP, LLC | 171919 | 801-79934 | 1527 | 19 | $837,443,499 |
| LANDMARK FINANCIAL ADVISORS, LLC | 129435 | 801-62582 | 1452 | 8 | $503,689,000 |
| ALEXANDER INVESTMENT SERVICES CO. | 1037 | 801-10334 | 1165 | 13 | $488,668,503 |
| BARLOW WEALTH PARTNERS, LLC | 325308 | 801-127506 | 1075 | 5 | $890,183,536 |
| ATLAS BROWN | 133408 | 801-63702 | 1023 | 9 | $429,726,740 |
| THE GLEASON GROUP, INC. | 175104 | 801-96195 | 875 | 9 | $615,814,747 |
| PARTHENON LLC | 107794 | 801-56440 | 438 | 7 | $859,633,434 |
| HARVEY INVESTMENT COMPANY, LLC | 110482 | 801-58031 | 265 | 5 | $869,090,420 |
| RAMSEY QUANTITATIVE SYSTEMS, INC. | 175257 | 801-97337 | 63 | 22 | $838,880,760 |
| DUPREE & COMPANY, INC. | 1697 | 801-13157 | 1 | 13 | $1,100,942,271 |