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JOULE FINANCIAL, LLC
JOULE FINANCIAL, LLC
LEXINGTON, Kentucky
·
3 registered advisors
·
CRD# 320791
SEC# 801-125024
1
859-881-0777
01
Firm Overview
AUM
$332M
Regulatory assets under management
Employees
7
Total firm employees
Advisors
3
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Compensation
Percentage of AUM
Subscription fees
03
Specialties
Financial Planning
Investment Management
04
Advisors at JOULE FINANCIAL, LLC
3 registered advisors
Angela Maren Osborne
LEXINGTON, Kentucky
CRD# 4222939
Daniel Joseph Czulno
LEXINGTON, Kentucky
CRD# 5898394
William Lewis Tatro
LEXINGTON, Kentucky
CRD# 4324021
05
Office Locations
LEXINGTON, Kentucky
3 advisors
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Data sourced from SEC Form ADV filings. JOULE FINANCIAL, LLC (CRD# 320791) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.