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ALEXANDER INVESTMENT SERVICES CO.
909 Lily Creek Road #101
Louisville, Kentucky 40243-2808
Tel: 502-459-4414
About ALEXANDER INVESTMENT SERVICES CO.
ALEXANDER INVESTMENT SERVICES CO, formally registered with the SEC as ALEXANDER INVESTMENT SERVICES CO. The firm was established in 11/07/1974. They have over 2 offices throughout the country.
ALEXANDER INVESTMENT SERVICES CO. is a Louisville, Kentucky based Financial Planning firm with nearly $641,355,878 assets under management, offering retirement planning & investment advisory services to 1242 clients. The firm is staffed with 13 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 1037 |
| SEC# | 801-10334 |
| Assets Managed by Firm | $641,355,878 |
| No. of Clients | 1242 |
| No. of Advisors | 13 |
Fee Structure
- A percentage of AUM
- Fixed fees
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 | 1242 | $641,355,878 |
| Individuals (other than high net worth individuals) | 1065 | $215,923,051 |
| High net worth individuals | 107 | $282,617,560 |
| Pension and profit sharing plans | 70 | $142,815,267 |
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