FAMILY WEALTH PLANNING PARTNERS
Tel: 502-200-5210 9200 Shelbyville Rd Suite 103 Louisville, Kentucky 40222
About 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
Firm CRD#:
323656
Firm SEC#:
801-126996
Assets Under Management:
$313,506,471
No. of Clients:
1728
Advisory Services Provided:
Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pesnsion consulting services
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