Unclaimed Profile

Tony Howard Coffey

PARTHENON LLC·LOUISVILLE, Kentucky

Series 7, Series 63Clean record27 years registeredPARTHENON LLC

435 N. WHITTINGTON PARKWAY, LOUISVILLE, KY 40222CRD# 2464952Firm CRD# 107794

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Tony Howard Coffey · LOUISVILLE, KY

Registration

CRD #2464952 · PARTHENON LLC · 27 years registered

Brand Profile

Not yet started

Career History

PARTHENON LLC

Mar 1999 – present

Registrations & Exams

FINRA examinations passed

Series 7

Series 63

Registration record

First registered · March 10, 1999

Years registered · 27

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

PARTHENON LLC

CRD 107794 · SEC 801-56440

AUM

$994M

Regulatory assets under management

Employees

451 client accounts

Services offered by PARTHENON LLC

Per Form ADV

Portfolio management (individuals)

Selection of other advisers

Other

Client types served by the firm

Per Form ADV

Individuals

View all advisors at PARTHENON LLC →

Introduction

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Frequently Asked Questions

What services does Tony Howard Coffey offer?

Tony Howard Coffey specializes in Investment Management, Wealth Management. Contact their office in LOUISVILLE, Kentucky for a consultation.

What are Tony Howard Coffey's credentials?

Tony Howard Coffey is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Tony Howard Coffey located?

Tony Howard Coffey is based in LOUISVILLE, Kentucky, working with PARTHENON LLC. Their office serves clients in the LOUISVILLE metropolitan area and surrounding communities.

How does Tony Howard Coffey charge for services?

Tony Howard Coffey'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 PARTHENON LLC?

PARTHENON LLC has approximately 7 employees and manages $994M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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