MWM ADVISORY SERVICES LLC

MWM ADVISORY
LOUISVILLE, Kentucky·7 registered advisors·CRD# 166411
SEC# 801-1065832502-882-4600
01

Firm Overview

AUM
$71M
Regulatory assets under management
Employees
16
Total firm employees
Advisors
7
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at MWM ADVISORY SERVICES LLC

7 registered advisors
Diane Bennett Medley
LOUISVILLE, Kentucky
Frank Phillip Hill
LOUISVILLE, Kentucky
CFP
Jay Gordon Conner
LOUISVILLE, Kentucky
John George Kallis
LOUISVILLE, Kentucky
Marcia Johnson Cammack
LOUISVILLE, Kentucky
Stephen Michael Lukinovich
LOUISVILLE, Kentucky
PFS
Thomas Patrick Furlong
LOUISVILLE, Kentucky
05

Office Locations

LOUISVILLE, Kentucky
7 advisors

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Data sourced from SEC Form ADV filings. MWM ADVISORY SERVICES LLC (CRD# 166411) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.