RESEARCH & PORTFOLIO MANAGEMENT

634 Buttermilk Pike
Crescent Springs, Kentucky 41017-1302
Tel: (859) 578-2200

About RESEARCH & PORTFOLIO MANAGEMENT

RESEARCH & PORTFOLIO MANAGEMENT, formally registered with the SEC as RESEARCH & PORTFOLIO MANAGEMENT. The firm was established in 05/28/2021. They have over 1 offices throughout the country.

RESEARCH & PORTFOLIO MANAGEMENT is a Crescent Springs, Kentucky based Financial Planning firm with nearly $115,097,671 assets under management, offering retirement planning & investment advisory services to 233 clients. The firm is staffed with 4 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	157609
SEC#	801-121337
Assets Managed by Firm	$115,097,671
No. of Clients	233
No. of Advisors	4

Fee Structure

A percentage of AUM
Commission Based

Advisory Services Provided

Portfolio management for individuals and/or small businesses

Firm Client Information

	No. of Clients	AUM
Firm Total	233	$115,097,671
Individuals (other than high net worth individuals)	228	$83,493,429
High net worth individuals	5	$31,604,242

More Retirement Planning firms in Crescent Springs, Kentucky:

Firm Name	Assets Under Management	Total Clients	Total Advisors

Explore More Retirement Advisors in Crescent Springs, Kentucky

RetirementPlanning.net is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. RetirementPlanning.net matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. RetirementPlanning.net, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.