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Tony Howard Coffey

PARTHENON LLC·LOUISVILLE, Kentucky
Unclaimed Profile
435 N. WHITTINGTON PARKWAY, LOUISVILLE, KY 40222CRD# 2464952Firm CRD# 107794
01

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.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Client Types
Individuals
03

Firm Overview

Firm
PARTHENON LLC
PARTHENON LLC
AUM
$994M
Regulatory assets under management
Employees
7
Total firm employees
View all advisors at PARTHENON LLC →
Services
Portfolio management (individuals)
Selection of other advisers
Other
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 2464952
Firm CRD# 107794
No disclosures on file
View on FINRA BrokerCheck →

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05

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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Other advisors in LOUISVILLE
Jeremy D Burtel — CHRYSALIS CAPITAL, LLC DBA CHRYSALIS VENTURES, LLCJohn Johnston Davis — HARVEY INVESTMENT COMPANY, LLCTodd Parker Lowe — PARTHENON LLCThomas Alexander Corea — PARTHENON LLCJanice Sue Peebles — ARGI INVESTMENT SERVICES, LLC
Nearby cities in Kentucky
LEXINGTON (106)COVINGTON (53)FT. WRIGHT (21)PROSPECT (9)BOWLING GREEN (7)
City Guides
LEXINGTON GuideCOVINGTON GuideFT. WRIGHT GuidePROSPECT GuideBOWLING GREEN Guide
Research
Advisor Fees in KentuckyNational Fee Analysis
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