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Home > Retirement Planners > kentucky > glasgow > LOCKSHIELD PARTNERS, INC.
LOCKSHIELD PARTNERS, INC.
301 South Broadway
Glasgow, Kentucky 42141
Tel: 270-629-2046
About LOCKSHIELD PARTNERS, INC.
LOCKSHIELD PARTNERS, INC, formally registered with the SEC as LOCKSHIELD PARTNERS, INC. The firm was established in 07/02/2019. They have over 1 offices throughout the country.
LOCKSHIELD PARTNERS, INC. is a Glasgow, Kentucky based Financial Planning firm with nearly $200,923,101 assets under management, offering retirement planning & investment advisory services to 968 clients. The firm is staffed with 7 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 175433 |
| SEC# | 801-116877 |
| Assets Managed by Firm | $200,923,101 |
| No. of Clients | 968 |
| 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
- Portfolio management for businesses or institutional clients
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 968 | $200,923,101 |
| Individuals (other than high net worth individuals) | 893 | $150,116,618 |
| High net worth individuals | 30 | $45,901,446 |
| Pension and profit sharing plans | 1 | $167,221 |
| Charitable organizations | 2 | $230,390 |
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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 |
| $7,678,048,654 | 93 | 44 | |
| $4,469,969,570 | 105 | 19 | |
| $3,803,189,141 | 21 | 142 | |
| $3,257,395,486 | 67 | 180 |
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