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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