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LANIER ASSET MANAGEMENT, LLC
10200 Forest Green Boulevard
Suite 300
Louisville, Kentucky 40223
Tel: 502-909-1100
About LANIER ASSET MANAGEMENT, LLC
LANIER ASSET MANAGEMENT, LLC, formally registered with the SEC as LANIER ASSET MANAGEMENT, LLC. The firm was established in 03/04/2016. They have over 1 offices throughout the country.
LANIER ASSET MANAGEMENT, LLC is a Louisville, Kentucky based Financial Planning firm with nearly $139,830,730 assets under management, offering retirement planning & investment advisory services to 241 clients. The firm is staffed with 3 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 150888 |
| SEC# | 801-107331 |
| Assets Managed by Firm | $139,830,730 |
| No. of Clients | 241 |
| No. of Advisors | 3 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 241 | $139,830,730 |
| Individuals (other than high net worth individuals) | 52 | $11,409,282 |
| High net worth individuals | 46 | $106,008,963 |
| Pension and profit sharing plans | 1 | $662,485 |
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