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Home > Retirement Planners > florida > boca raton > WRENNE FINANCIAL PLANNING LLC
WRENNE FINANCIAL PLANNING LLC
996 E. New Circle Road
Unit #270
Lexington, Kentucky 40505
Tel: 859-538-6044
About WRENNE FINANCIAL PLANNING LLC
WRENNE FINANCIAL PLANNING LLC, formally registered with the SEC as WRENNE FINANCIAL PLANNING LLC. The firm was established in 05/05/2022. They have over 6 offices throughout the country.
WRENNE FINANCIAL PLANNING LLC is a Lexington, Kentucky based Financial Planning firm with nearly $139,932,765 assets under management, offering retirement planning & investment advisory services to 1827 clients. The firm is staffed with 9 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 173029 |
| SEC# | 801-124952 |
| Assets Managed by Firm | $139,932,765 |
| No. of Clients | 1827 |
| No. of Advisors | 9 |
Fee Structure
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1827 | $139,932,765 |
| Individuals (other than high net worth individuals) | 349 | $64,748,435 |
| High net worth individuals | 36 | $75,184,330 |
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