Unclaimed Profile

Tony Howard Coffey

PARTHENON LLC·LOUISVILLE, Kentucky

Clean recordPARTHENON 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

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Tony Howard Coffey is a registered financial advisor based in LOUISVILLE, Kentucky, affiliated with PARTHENON LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Investment Management

Wealth Management

Client Types

Individuals

Introduction

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Firm Overview

Firm

PARTHENON LLC

AUM

$994M

Regulatory assets under management

Employees

Total firm employees

View all advisors at PARTHENON LLC →

Services

Portfolio management (individuals)

Selection of other advisers

Other

Background

Compensation

Percentage of AUM

Performance-based fees

Regulatory

SEC/IARD CRD# 2464952

Firm CRD# 107794

View on FINRA BrokerCheck →

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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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