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Home > Retirement Planners > kentucky > lexington > JOULE FINANCIAL, LLC
JOULE FINANCIAL, LLC
1216 S. Broadway
Lexington, Kentucky 40504
Tel: 859-881-0777
About JOULE FINANCIAL, LLC
JOULE FINANCIAL, LLC, formally registered with the SEC as JOULE FINANCIAL, LLC. The firm was established in 05/13/2022. They have over 2 offices throughout the country.
JOULE FINANCIAL, LLC is a Lexington, Kentucky based Financial Planning firm with nearly $331,989,252 assets under management, offering retirement planning & investment advisory services to 1822 clients. The firm is staffed with 7 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 320791 |
| SEC# | 801-125024 |
| Assets Managed by Firm | $331,989,252 |
| No. of Clients | 1822 |
| No. of Advisors | 7 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1822 | $331,989,252 |
| Individuals (other than high net worth individuals) | 556 | $146,795,455 |
| High net worth individuals | 101 | $180,285,273 |
| Pension and profit sharing plans | Fewer than 5 clients | $2,909,110 |
| Charitable organizations | Fewer than 5 clients | $5,450 |
| Corporations or other businesses | Fewer than 5 clients | $86,998 |
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