Directory of Professional Retirement Planners
National Coverage
Local Professionals
Home > Retirement Planners > kentucky > louisville > RICKETTS FINANCIAL, LLC
RICKETTS FINANCIAL, LLC
4360 Brownsboro Road
Suite 115
Louisville, Kentucky 40207
Tel: (502) 396-4055
About RICKETTS FINANCIAL, LLC
RICKETTS FINANCIAL, LLC, formally registered with the SEC as RICKETTS FINANCIAL, LLC. The firm was established in 06/22/2020. They have over 1 offices throughout the country.
RICKETTS FINANCIAL, LLC is a Louisville, Kentucky based Financial Planning firm with nearly $277,988,656 assets under management, offering retirement planning & investment advisory services to 281 clients. The firm is staffed with 4 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 309381 |
| SEC# | 801-118963 |
| Assets Managed by Firm | $277,988,656 |
| No. of Clients | 281 |
| No. of Advisors | 4 |
Fee Structure
- A percentage of AUM
- 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
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 281 | $277,988,656 |
| Individuals (other than high net worth individuals) | 67 | $260,301,812 |
| High net worth individuals | 47 | $17,686,844 |
More Retirement Planning firms in Louisville, Kentucky:
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|
Explore More Retirement Advisors in Louisville, Kentucky