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PRIVATE CLIENT SERVICES, LLC
PRIVATE CLIENT SERVICES, LLC
LOUISVILLE, Kentucky
·
10 registered advisors
·
CRD# 120222
SEC# 801-71475
19
502-451-0600
01
Firm Overview
AUM
$846M
Regulatory assets under management
Employees
60
Total firm employees
Advisors
10
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Charitable organization or education services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at PRIVATE CLIENT SERVICES, LLC
10 registered advisors
Cheryl Renee Cravens
LOUISVILLE, Kentucky
CRD# 2436034
Ernest Aubrey Sampson
LOUISVILLE, Kentucky
CRD# 2001651
John Philip Taylor-Jones
LOUISVILLE, Kentucky
CRD# 2171620
Julia Meyer Ironside
LOUISVILLE, Kentucky
CRD# 2441578
Mary Elizabeth Wescott
LOUISVILLE, Kentucky
CRD# 4404797
Paul Robert Ohlin
LOUISVILLE, Kentucky
CRD# 3155567
Steven Richard Mills
LOUISVILLE, Kentucky
CRD# 3133520
Timothy Daley Graham
LOUISVILLE, Kentucky
CRD# 4461811
Timothy David Gacsy
LOUISVILLE, Kentucky
CRD# 5863195
Todd Shannon Kost
LOUISVILLE, Kentucky
CRD# 3035720
05
Office Locations
LOUISVILLE, Kentucky
10 advisors
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Data sourced from SEC Form ADV filings. PRIVATE CLIENT SERVICES, LLC (CRD# 120222) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.