Claim Profile
TG

Timothy David Gacsy

PRIVATE CLIENT SERVICES, LLC·LOUISVILLE, Kentucky
Unclaimed Profile
2225 LEXINGTON ROAD, LOUISVILLE, KY 40206CRD# 5863195Firm CRD# 120222
01

About

Timothy David Gacsy is a registered financial advisor based in LOUISVILLE, Kentucky, affiliated with PRIVATE CLIENT SERVICES, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
PRIVATE CLIENT SERVICES, LLC
PRIVATE CLIENT SERVICES, LLC
AUM
$846M
Regulatory assets under management
Employees
60
Total firm employees
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 5863195
Firm CRD# 120222
2 disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in LOUISVILLE?

Browse all registered financial advisors in LOUISVILLE, Kentucky or claim this profile if it's yours.

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Timothy David Gacsy offer?
Timothy David Gacsy specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in LOUISVILLE, Kentucky for a consultation.
What are Timothy David Gacsy's credentials?
Timothy David Gacsy is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Timothy David Gacsy located?
Timothy David Gacsy is based in LOUISVILLE, Kentucky, working with PRIVATE CLIENT SERVICES, LLC. Their office serves clients in the LOUISVILLE metropolitan area and surrounding communities.
How does Timothy David Gacsy charge for services?
Timothy David Gacsy's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PRIVATE CLIENT SERVICES, LLC?
PRIVATE CLIENT SERVICES, LLC has approximately 60 employees and manages $846M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Browse by specialty