297 North Hubbards Lane
Suite 102
Louisville, Kentucky 40207
Tel: 502-339-8270
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.
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 |
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 |
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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