PRIVATE CLIENT SERVICES, LLC - Financial Advisor in Kentucky, Louisville

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

About 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

Firm CRD#:

120222

Firm SEC#:

801-71475

Assets Under Management:

$845,810,789

No. of Clients:

2890

No. of Advisors:

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

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