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Home > Retirement Planners > kentucky > louisville > HARVEY INVESTMENT COMPANY, LLC
HARVEY INVESTMENT COMPANY, LLC
297 North Hubbards Lane
Suite 102
Louisville, Kentucky 40207
Tel: 502-339-8270
About HARVEY INVESTMENT COMPANY, LLC
HARVEY INVESTMENT COMPANY, LLC, formally registered with the SEC as HARVEY INVESTMENT COMPANY, LLC. The firm was established in 10/26/2000. They have over 1 offices throughout the country.
HARVEY INVESTMENT COMPANY, LLC is a Louisville, Kentucky based Financial Planning firm with nearly $913,288,498 assets under management, offering retirement planning & investment advisory services to 264 clients. The firm is staffed with 4 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 110482 |
| SEC# | 801-58031 |
| Assets Managed by Firm | $913,288,498 |
| No. of Clients | 264 |
| No. of Advisors | 4 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 264 | $913,288,498 |
| Individuals (other than high net worth individuals) | 14 | $6,700,304 |
| High net worth individuals | 167 | $807,225,432 |
| Charitable organizations | 7 | $96,546,161 |
| Corporations or other businesses | Fewer than 5 clients | $2,816,601 |
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