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DUPREE FINANCIAL GROUP, LLC
DUPREE FINANCIAL GROUP, LLC
LEXINGTON, Kentucky
·
4 registered advisors
·
CRD# 131091
SEC# 801-71497
0
859-233-0400
01
Firm Overview
AUM
$283M
Regulatory assets under management
Employees
5
Total firm employees
Advisors
4
Registered representatives
02
Services & Fees
Advisory Services
Portfolio management (individuals)
Compensation
Percentage of AUM
03
Specialties
Investment Management
Fee-Only Advisory
04
Advisors at DUPREE FINANCIAL GROUP, LLC
4 registered advisors
Elizabeth Host Dupree
LEXINGTON, Kentucky
CRD# 5794996
Margaret Lee Grider
LEXINGTON, Kentucky
CRD# 3099450
Thomas Parmelee Dupree
LEXINGTON, Kentucky
CRD# 860749
William Martin Ambrose
LEXINGTON, Kentucky
CRD# 6619845
05
Office Locations
LEXINGTON, Kentucky
4 advisors
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Data sourced from SEC Form ADV filings. DUPREE FINANCIAL GROUP, LLC (CRD# 131091) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.