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ALPHAMARK ADVISORS, LLC
810 Wright'S Summit Parkway, Suite 100
Ft. Wright, Kentucky 41011
Tel: 859-957-1803
About ALPHAMARK ADVISORS, LLC
ALPHAMARK ADVISORS, LLC, formally registered with the SEC as ALPHAMARK ADVISORS, LLC. The firm was established in 11/24/2000. They have over 1 offices throughout the country.
ALPHAMARK ADVISORS, LLC is a Ft. Wright, Kentucky based Financial Planning firm with nearly $405,760,183 assets under management, offering retirement planning & investment advisory services to 446 clients. The firm is staffed with 5 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 109366 |
| SEC# | 801-58156 |
| Assets Managed by Firm | $405,760,183 |
| No. of Clients | 446 |
| No. of Advisors | 5 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 446 | $405,760,183 |
| Individuals (other than high net worth individuals) | 340 | $92,618,657 |
| High net worth individuals | 98 | $288,868,633 |
| Pension and profit sharing plans | 4 | $9,955,965 |
| Charitable organizations | 1 | $878,734 |
| Corporations or other businesses | 3 | $13,438,194 |
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|---|---|---|---|
TAYLOR ADVISORS, INC., A HUB INTERNATIONAL COMPANY 700 North Hurstbourne Pkwy, Suite 110 Louisville, KY, 40222 | $16,780,521,000 | 147 | 14 |
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| $4,469,969,570 | 105 | 19 | |
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