101 South 5th Street
Suite 3100
Louisville, Kentucky 40202
Tel: (502)-585-3121
TODD ASSET MANAGEMENT LLC, formally registered with the SEC as TODD ASSET MANAGEMENT LLC. The firm was established in 05/15/1998. They have over 1 offices throughout the country.
TODD ASSET MANAGEMENT LLC is a Louisville, Kentucky based Financial Planning firm with nearly $3,974,646,909 assets under management, offering retirement planning & investment advisory services to 108 clients. The firm is staffed with 19 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 109473 |
SEC# | 801-55565 |
Assets Managed by Firm | $3,974,646,909 |
No. of Clients | 108 |
No. of Advisors | 19 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 108 | $3,974,646,909 |
High net worth individuals | 42 | $183,403,536 |
Pension and profit sharing plans | Fewer than 5 clients | $12,372,343 |
Charitable organizations | 13 | $158,592,699 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
TAYLOR ADVISORS, INC., A HUB INTERNATIONAL COMPANY 700 North Hurstbourne Pkwy, Suite 110 Louisville, KY, 40222 | $14,542,535,000 | 140 | 14 |
$7,802,138,241 | 111 | 50 | |
$4,569,619,524 | 15255 | 169 | |
$4,512,203,227 | 108 | 14 | |
$2,877,572,823 | 63 | 176 |
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