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OWEN LARUE FINANCIAL GROUP
109 W. Poplar Street
Elizabethtown, Kentucky 42701
Tel: 270-769-9995
About OWEN LARUE FINANCIAL GROUP
OWEN LARUE FINANCIAL GROUP, formally registered with the SEC as OWEN LARUE FINANCIAL GROUP. The firm was established in 08/24/2017. They have over 1 offices throughout the country.
OWEN LARUE FINANCIAL GROUP is a Elizabethtown, Kentucky based Financial Planning firm with nearly $272,897,161 assets under management, offering retirement planning & investment advisory services to 951 clients. The firm is staffed with 7 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 289436 |
| SEC# | 801-111041 |
| Assets Managed by Firm | $272,897,161 |
| No. of Clients | 951 |
| No. of Advisors | 7 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
- Other (CONSULTING)
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 951 | $272,897,161 |
| Individuals (other than high net worth individuals) | 464 | $86,336,039 |
| High net worth individuals | 42 | $119,749,711 |
| Pension and profit sharing plans | 11 | $52,995,998 |
| Charitable organizations | 1 | $159,067 |
| Corporations or other businesses | 10 | $13,656,346 |
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