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MAGNATE ADVISORY SERVICES, LLC

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

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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 StatusApproved
Firm CRD#283056
SEC#801-118616
Assets Managed by Firm$209,933,238
No. of Clients2075
No. of Advisors7

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 ClientsAUM
Firm Total2075$209,933,238
Individuals (other than high net worth individuals)1159$140,117,107
High net worth individuals40$62,856,542
Pension and profit sharing plans2$6,959,589

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