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Home > Retirement Planners > kentucky > louisville > PARTHENON LLC
PARTHENON LLC
435 N. Whittington Parkway
Suite 180
Louisville, Kentucky 40222
Tel: 502-327-5660
About PARTHENON LLC
PARTHENON LLC, formally registered with the SEC as PARTHENON LLC. The firm was established in 04/16/1999. They have over 1 offices throughout the country.
PARTHENON LLC is a Louisville, Kentucky based Financial Planning firm with nearly $1,120,457,850 assets under management, offering retirement planning & investment advisory services to 470 clients. The firm is staffed with 7 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 107794 |
| SEC# | 801-56440 |
| Assets Managed by Firm | $1,120,457,850 |
| No. of Clients | 470 |
| No. of Advisors | 7 |
Fee Structure
- A percentage of AUM
- Performance Based
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Other (PORTFOLIO MANAGEMENT FOR A LIMITED PARTNERSHIP)
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 470 | $1,120,457,850 |
| High net worth individuals | 217 | $986,788,838 |
| Pension and profit sharing plans | 4 | $15,923,187 |
| Charitable organizations | 11 | $35,870,204 |
| Corporations or other businesses | 11 | $63,425,584 |
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