MAGNATE ADVISORY SERVICES, LLC

400 Blankenbaker Parkway
Suite 100
Louisville, Kentucky 40243
Tel: (502) 855-3160

About MAGNATE ADVISORY SERVICES, LLC

MAGNATE ADVISORY SERVICES, LLC, formally registered with the SEC as MAGNATE ADVISORY SERVICES, LLC. The firm was established in 04/29/2020. They have over 3 offices throughout the country.

MAGNATE ADVISORY SERVICES, LLC is a Louisville, Kentucky based Financial Planning firm with nearly $209,933,238 assets under management, offering retirement planning & investment advisory services to 2075 clients. The firm is staffed with 7 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	283056
SEC#	801-118616
Assets Managed by Firm	$209,933,238
No. of Clients	2075
No. of Advisors	7

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
Other (FINANCIAL CONSULTING NOT RESULTING IN A FINANCIAL PLAN)

Firm Client Information

	No. of Clients	AUM
Firm Total	2075	$209,933,238
Individuals (other than high net worth individuals)	1159	$140,117,107
High net worth individuals	40	$62,856,542
Pension and profit sharing plans	2	$6,959,589

More Retirement Planning firms in Louisville, Kentucky:

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
RIVER ROAD ASSET MANAGEMENT, LLC 462 South Fourth Street, Suite 2000 Louisville, KY, 40202-3466	$7,678,048,654	93	44
TODD ASSET MANAGEMENT LLC 101 South 5th Street, Suite 3100 Louisville, KY, 40202	$4,469,969,570	105	19
MIDDLEGROUND CAPITAL 1500 Aristides Blvd. Lexington, KY, 40511	$3,803,189,141	21	142
PNC REAL ESTATE 101 South Fifth Street, 7th Floor Louisville, KY, 40202	$3,257,395,486	67	180

Explore More Retirement Advisors in Louisville, Kentucky

RetirementPlanning.net is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. RetirementPlanning.net matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. RetirementPlanning.net, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.