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