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