4360 Brownsboro Road
Suite 300
Louisville, Kentucky 40207
Tel: 502-893-7288
FIRST KENTUCKY SECURITIES CORP, formally registered with the SEC as FIRST KENTUCKY SECURITIES CORP. The firm was established in 05/03/2007. They have over 2 offices throughout the country.
FIRST KENTUCKY SECURITIES CORP is a Louisville, Kentucky based Financial Planning firm with nearly $678,564,542 assets under management, offering retirement planning & investment advisory services to 1757 clients. The firm is staffed with 20 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 7524 |
SEC# | 801-67742 |
Assets Managed by Firm | $678,564,542 |
No. of Clients | 1757 |
No. of Advisors | 20 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 1757 | $678,564,542 |
Individuals (other than high net worth individuals) | 1082 | $182,629,666 |
High net worth individuals | 653 | $465,554,212 |
Pension and profit sharing plans | 10 | $8,622,909 |
Charitable organizations | Fewer than 5 clients | $2,875,622 |
Corporations or other businesses | 6 | $1,873,340 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
TAYLOR ADVISORS, INC., A HUB INTERNATIONAL COMPANY 700 North Hurstbourne Pkwy, Suite 110 Louisville, KY, 40222 | $16,780,521,000 | 147 | 14 |
$7,678,048,654 | 93 | 44 | |
$4,469,969,570 | 105 | 19 | |
$3,803,189,141 | 21 | 142 | |
$3,257,395,486 | 67 | 180 |
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