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KPP ADVISORY SERVICES LLC
9300 Shelbyville Rd.
Suite 1310
Louisville, Kentucky 40222
Tel: 502-394-0400
About KPP ADVISORY SERVICES LLC
KPP ADVISORY SERVICES LLC, formally registered with the SEC as KPP ADVISORY SERVICES LLC. The firm was established in 09/15/2017. They have over 14 offices throughout the country.
KPP ADVISORY SERVICES LLC is a Louisville, Kentucky based Financial Planning firm with nearly $874,251,636 assets under management, offering retirement planning & investment advisory services to 3405 clients. The firm is staffed with 33 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 289507 |
| SEC# | 801-111709 |
| Assets Managed by Firm | $874,251,636 |
| No. of Clients | 3405 |
| No. of Advisors | 33 |
Fee Structure
- A percentage of AUM
- Hourly charges
- 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
- Education seminars/workshops
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 3405 | $874,251,636 |
| Individuals (other than high net worth individuals) | 3235 | $498,501,822 |
| High net worth individuals | 170 | $375,749,814 |
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