PRIVATE CLIENT SERVICES, LLC

2225 Lexington Road
Louisville, Kentucky 40206
Tel: 502-451-0600

About PRIVATE CLIENT SERVICES, LLC

PRIVATE CLIENT SERVICES, LLC, formally registered with the SEC as PRIVATE CLIENT SERVICES, LLC. The firm was established in 05/25/2010. They have over 21 offices throughout the country.

PRIVATE CLIENT SERVICES, LLC is a Louisville, Kentucky based Financial Planning firm with nearly $845,810,789 assets under management, offering retirement planning & investment advisory services to 2890 clients. The firm is staffed with 60 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	120222
SEC#	801-71475
Assets Managed by Firm	$845,810,789
No. of Clients	2890
No. of Advisors	60

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
Selection for other advisors
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	2890	$845,810,789
Individuals (other than high net worth individuals)	1717	$768,252,859
High net worth individuals	152	$66,662,482
Pension and profit sharing plans	10	$9,032,948
Corporations or other businesses	3	$1,862,500

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