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Home > Retirement Planners > kentucky > lexington > MONEYWATCH ADVISORS, INC.
MONEYWATCH ADVISORS, INC.
121 Walton Avenue
Lexington, Kentucky 40508
Tel: 859-268-1117
About MONEYWATCH ADVISORS, INC.
MONEYWATCH ADVISORS, INC, formally registered with the SEC as MONEYWATCH ADVISORS, INC. The firm was established in 05/15/1986. They have over 1 offices throughout the country.
MONEYWATCH ADVISORS, INC. is a Lexington, Kentucky based Financial Planning firm with nearly $247,500,906 assets under management, offering retirement planning & investment advisory services to 1366 clients. The firm is staffed with 5 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 107337 |
| SEC# | 801-26952 |
| Assets Managed by Firm | $247,500,906 |
| No. of Clients | 1366 |
| 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
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1366 | $247,500,906 |
| Individuals (other than high net worth individuals) | 377 | $247,500,906 |
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