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Home > Retirement Planners > kentucky > louisville > BARLOW WEALTH PARTNERS, LLC
BARLOW WEALTH PARTNERS, LLC
3700 Brownsboro Road
Louisville, Kentucky 40207
Tel: (502) 308-4270
About BARLOW WEALTH PARTNERS, LLC
BARLOW WEALTH PARTNERS, LLC, formally registered with the SEC as BARLOW WEALTH PARTNERS, LLC. The firm was established in 03/23/2023. They have over 1 offices throughout the country.
BARLOW WEALTH PARTNERS, LLC is a Louisville, Kentucky based Financial Planning firm with nearly $1,215,744,287 assets under management, offering retirement planning & investment advisory services to 1404 clients. The firm is staffed with 6 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 325308 |
| SEC# | 801-127506 |
| Assets Managed by Firm | $1,215,744,287 |
| No. of Clients | 1404 |
| No. of Advisors | 6 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1404 | $1,215,744,287 |
| Individuals (other than high net worth individuals) | 74 | $18,340,123 |
| High net worth individuals | 310 | $1,168,316,302 |
| Charitable organizations | 6 | $16,720,781 |
| Corporations or other businesses | 7 | $12,367,081 |
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