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Home > Retirement Planners > kentucky > paducah > JENNINGS & ASSOCIATES FINANCIAL ADVISORS, LLC
JENNINGS & ASSOCIATES FINANCIAL ADVISORS, LLC
1920 Broadway Street
Paducah, Kentucky 42001
Tel: (270) 448-1010
About JENNINGS & ASSOCIATES FINANCIAL ADVISORS, LLC
JENNINGS & ASSOCIATES FINANCIAL ADVISORS, LLC, formally registered with the SEC as JENNINGS & ASSOCIATES FINANCIAL ADVISORS, LLC. The firm was established in 08/29/2023. They have over 1 offices throughout the country.
JENNINGS & ASSOCIATES FINANCIAL ADVISORS, LLC is a Paducah, Kentucky based Financial Planning firm with nearly $179,249,914 assets under management, offering retirement planning & investment advisory services to 980 clients. The firm is staffed with 9 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 312706 |
| SEC# | 801-128650 |
| Assets Managed by Firm | $179,249,914 |
| No. of Clients | 980 |
| No. of Advisors | 9 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 980 | $179,249,914 |
| Individuals (other than high net worth individuals) | 454 | $70,846,626 |
| High net worth individuals | 162 | $105,113,833 |
| Charitable organizations | 3 | $769,333 |
| Corporations or other businesses | 4 | $2,520,122 |
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