211 Garrard Street
Covington, Kentucky 41011
Tel: 859-491-5556
FOURTH STREET PERFORMANCE PARTNERS, INC, formally registered with the SEC as FOURTH STREET PERFORMANCE PARTNERS, INC. The firm was established in 06/17/1992. They have over 1 offices throughout the country.
FOURTH STREET PERFORMANCE PARTNERS, INC. is a Covington, Kentucky based Financial Planning firm with nearly $4,512,203,227 assets under management, offering retirement planning & investment advisory services to 108 clients. The firm is staffed with 14 experienced financial planners.
SEC Current Status | Approved |
Firm CRD# | 107339 |
SEC# | 801-41524 |
Assets Managed by Firm | $4,512,203,227 |
No. of Clients | 108 |
No. of Advisors | 14 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 108 | $4,512,203,227 |
Individuals (other than high net worth individuals) | 25 | $7,405,770 |
High net worth individuals | 26 | $469,859,785 |
Pension and profit sharing plans | 2 | $165,756,207 |
Charitable organizations | 50 | $3,806,500,420 |
Corporations or other businesses | 1 | $2,597,714 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
TAYLOR ADVISORS, INC., A HUB INTERNATIONAL COMPANY 700 North Hurstbourne Pkwy, Suite 110 Louisville, KY, 40222 | $14,542,535,000 | 140 | 14 |
$7,802,138,241 | 111 | 50 | |
$4,569,619,524 | 15255 | 169 | |
$3,974,646,909 | 108 | 19 | |
$2,877,572,823 | 63 | 176 |
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