Equity Advisors Of Kentucky Inc is a large advisory firm based in Waddy. It manages $104.51 million of regulatory assets for 135 client accounts. It has been registered with the SEC as an adviser since 2007 and has operated in the jurisdiction of Kentucky.
Equity Advisors Of Kentucky provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and pension consulting services. It prepares financial plans for more than 100 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Equity Advisors Of Kentucky Inc is $104.51 million. The firm's AUM has gone down by -15% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Equity Advisors Of Kentucky Inc for their services and products based on a percentage of assets under management, hourly charges, fixed fees, and performance-based fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals and high net worth individuals. The largest group of clients of Brian Anthony Guilliom is high net worth individuals with 36 clients and $77.45 million of assets under management. Among the 8 most similar advisory firms, Equity Advisors Of Kentucky has the 4th highest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $104.51 million for 135 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Equity Advisors Of Kentucky doesn't advise any private funds.
The company employs 8 people that are either part- or full-time employees. 38 percent of the employees work as investment advisers or researchers. Only one employee is registered as an investment adviser representative with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Brian Anthony Guilliom has been acting as President since 1 Oct 1998. Fon Rogers joined the executive team most recently as the Certified Financial Planner.
The principal office where Equity Advisors Of Kentucky Inc performs its advisory services is located at 3060 Waddy Road, Waddy, KY 40076 The mailing address of the firm is Po Box 5009, Waddy, KY 40059. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 502-829-9244 or by fax 502-681-9971. The normal business hours are 8am to 5pm on Other.