LANIER ASSET MANAGEMENT, LLC - Financial Advisor in Kentucky, Louisville

Tel: 502-909-1100 10200 Forest Green Boulevard Suite 300 Louisville, Kentucky 40223

About LANIER ASSET MANAGEMENT, LLC

LANIER ASSET MANAGEMENT, LLC is a Louisville, Kentucky based financial advisory firm with nearly $139,830,730 in assets under management and provides investment advisory services for 241 clients. There are currently 3 financial advisors at the firm.

General Information

Firm CRD#:

150888

Firm SEC#:

801-107331

Assets Under Management:

$139,830,730

No. of Clients:

241

No. of Advisors:

Advisory Services Provided:

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Selection for other advisors

Fee Structure:

A percentage of AUM, Fixed fees

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