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Harry William Frantz

WINEBRENNER CAPITAL MANAGEMENT LLC·LOUISVILLE, Kentucky
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10602 TIMBERWOOD CIRCLE, LOUISVILLE, KY 40223-5367CRD# 2273184Firm CRD# 154708
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About

Harry William Frantz is a registered financial advisor based in LOUISVILLE, Kentucky, affiliated with WINEBRENNER CAPITAL MANAGEMENT LLC. This profile is generated from public SEC and FINRA registration data.

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Focus Areas

Specialties
Investment Management
Retirement Planning
Client Types
Individuals
Pension & Retirement Plans
03

Firm Overview

Firm
WINEBRENNER CAPITAL MANAGEMENT LLC
WINEBRENNER CAPITAL MANAGEMENT LLC
AUM
$220M
Regulatory assets under management
Employees
10
Total firm employees
Services
Portfolio management (individuals)
Pension consulting
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Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 2273184
Firm CRD# 154708
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Harry William Frantz offer?
Harry William Frantz specializes in Investment Management, Retirement Planning. Contact their office in LOUISVILLE, Kentucky for a consultation.
What are Harry William Frantz's credentials?
Harry William Frantz is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Harry William Frantz located?
Harry William Frantz is based in LOUISVILLE, Kentucky, working with WINEBRENNER CAPITAL MANAGEMENT LLC. Their office serves clients in the LOUISVILLE metropolitan area and surrounding communities.
How does Harry William Frantz charge for services?
Harry William Frantz's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is WINEBRENNER CAPITAL MANAGEMENT LLC?
WINEBRENNER CAPITAL MANAGEMENT LLC has approximately 10 employees and manages $220M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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