INVESTMENTS & FINANCIAL PLANNING, LLC

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

About 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

Firm CRD#:

164333

Firm SEC#:

801-119021

Assets Under Management:

$278,443,881

No. of Clients:

1714

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)

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