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Home > Retirement Planners > kentucky > lexington > DUPREE FINANCIAL GROUP, LLC
DUPREE FINANCIAL GROUP, LLC
237 East Main Street
Lexington, Kentucky 40507
Tel: 859-233-0400
About DUPREE FINANCIAL GROUP, LLC
DUPREE FINANCIAL GROUP, LLC, formally registered with the SEC as DUPREE FINANCIAL GROUP, LLC. The firm was established in 06/04/2010. They have over 1 offices throughout the country.
DUPREE FINANCIAL GROUP, LLC is a Lexington, Kentucky based Financial Planning firm with nearly $330,218,102 assets under management, offering retirement planning & investment advisory services to 1615 clients. The firm is staffed with 6 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 131091 |
| SEC# | 801-71497 |
| Assets Managed by Firm | $330,218,102 |
| No. of Clients | 1615 |
| No. of Advisors | 6 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1615 | $330,218,102 |
| Individuals (other than high net worth individuals) | 666 | $163,208,159 |
| High net worth individuals | 90 | $167,009,943 |
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