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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