Advisers in Prospect, KY

3 advisers in Prospect — 3 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

All advisers

Blvd Private Wealth, LLC10515 Meeting Street, Suite 101 · Prospect, KY 40059 · (502) 805-5820 · Financial planningCRD 310682 · % of assets, Fixed fees · $220.4 million AUMSEC registeredNo commissions reported Demeter Tactical Investments Corp.6225 St. Bernadette Ave · Prospect, KY 40059 · (212) 518-4444 · % of assets managedCRD 329512 · % of assets, Performance-based fees · $265.3 million AUMSEC registeredNo commissions reported The Gleason Group, INC.9418 Norton Commons Boulevard, Suite 100 · Prospect, KY 40059 · (502) 882-7300 · Financial planningCRD 175104 · % of assets · $1.6 billion AUMSEC registeredNo commissions reported

Talking to advisers in Prospect? Ask each for its Form CRS and Form ADV Part 2A brochure, ask “Are you a fiduciary at all times for my accounts?”, and get every fee in writing. See questions to ask.

Listed from SEC Investment Adviser Public Disclosure — compilation reports, SEC IAPD firm summaries. Order: alphabetical — we do not rank advisers — never paid. Is something wrong? Tell us.