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KPP ADVISORY SERVICES LLC

9300 Shelbyville Rd.
Suite 1310
Louisville, Kentucky 40222
Tel: 502-394-0400

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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 StatusApproved
Firm CRD#289507
SEC#801-111709
Assets Managed by Firm$874,251,636
No. of Clients3405
No. of Advisors33

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 ClientsAUM
Firm Total3405$874,251,636
Individuals (other than high net worth individuals)3235$498,501,822
High net worth individuals170$375,749,814

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