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Home > Retirement Planners > kentucky > crescent springs > RESEARCH & PORTFOLIO MANAGEMENT
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 |
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|---|---|---|---|
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