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SALING WEALTH ADVISORS
9750 Ormsby Station Road
Suite 102
Louisville, Kentucky 40223
Tel: 502-805-3000
About SALING WEALTH ADVISORS
SALING WEALTH ADVISORS, formally registered with the SEC as SALING WEALTH ADVISORS. The firm was established in 03/16/2016. They have over 1 offices throughout the country.
SALING WEALTH ADVISORS is a Louisville, Kentucky based Financial Planning firm with nearly $410,427,412 assets under management, offering retirement planning & investment advisory services to 822 clients. The firm is staffed with 11 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 283226 |
| SEC# | 801-107417 |
| Assets Managed by Firm | $410,427,412 |
| No. of Clients | 822 |
| No. of Advisors | 11 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Publication of periodicals and newsletters
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 822 | $410,427,412 |
| Individuals (other than high net worth individuals) | 108 | $35,077,479 |
| High net worth individuals | 101 | $367,696,320 |
| Corporations or other businesses | 4 | $7,653,613 |
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