EQUITY ADVISORS OF KENTUCKY INC

2201 Regency Road
Suite 504
Lexington, Kentucky 40503
Tel: 502-829-9244

About EQUITY ADVISORS OF KENTUCKY INC

EQUITY ADVISORS OF KENTUCKY INC, formally registered with the SEC as EQUITY ADVISORS OF KENTUCKY INC. The firm was established in 01/12/2018. They have over 2 offices throughout the country.

EQUITY ADVISORS OF KENTUCKY INC is a Lexington, Kentucky based Financial Planning firm with nearly $115,869,392 assets under management, offering retirement planning & investment advisory services to 621 clients. The firm is staffed with 3 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	116398
SEC#	801-112311
Assets Managed by Firm	$115,869,392
No. of Clients	621
No. of Advisors	3

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees
Performance Based

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services

Firm Client Information

	No. of Clients	AUM
Firm Total	621	$115,869,392
Individuals (other than high net worth individuals)	91	$35,592,474
High net worth individuals	32	$80,276,918

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