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TODD ASSET MANAGEMENT LLC

101 South 5th Street
Suite 3100
Louisville, Kentucky 40202
Tel: (502)-585-3121

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About TODD ASSET MANAGEMENT LLC

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.

Firm Information

SEC Current StatusApproved
Firm CRD#109473
SEC#801-55565
Assets Managed by Firm$3,974,646,909
No. of Clients108
No. of Advisors19

Fee Structure

  • A Percentage of AUM
  • Fixed Fees

Advisory Services Provided

  • Portfolio Management for Individuals
  • Portfolio Management for Business
  • Selection of Other Advisors
  • Publication of periodicals or Newsleters

Firm Client Information

No. of ClientsAUM
Firm Total108$3,974,646,909
High net worth individuals42$183,403,536
Pension and profit sharing plansFewer than 5 clients$12,372,343
Charitable organizations13$158,592,699

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