WEALTH MANAGEMENT OF KENTUCKY, INC.
Firm details
- Headquarters
- Lexington, Kentucky
- CRD number
- 171446
- Website
- www.wmofky.com
- Custodians
- TRADE-PMR INC.
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- HNWI49.54%
- Individuals42.28%
- Corporations / Businesses8.18%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Wealth Management Of Kentucky, Inc. is an independent registered investment adviser organized as a corporation and owned by an individual. The firm serves both individual and family clients as well as institutional clients, and positions itself as a capital allocator that also selects third-party managers when appropriate. Core advisory services are financial planning, portfolio management for individuals and small businesses, and manager selection. The firm charges fees based on a percentage of assets under management and also offers hourly billing for certain work. Wealth Management Of Kentucky, Inc. does not identify as an active ESG investor.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Non-Investment Grade Corp Bonds41%
- Exchange Traded Equities34%
- Cash & Cash Equivalents11%
- Investment Grade Corp Bonds5%
- Public Funds/Mutual Funds4%
Owners & executives
1 of 1BRUCE HANKS
President and CEOCRD 2916399
Contacts
1 of 1KIP HUTTO
Financial ProfessionalCRD 1794165
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Lexington, KY
FAYETTE
Location
Lexington, KY
Headquartered in Lexington, KY, anchoring the Lexington-Fayette--Richmond--Frankfort, KY metro in the South.
- Metro area
- Lexington-Fayette--Richmond--Frankfort, KY
- Region
- South
- County
- FAYETTE
- Address
- 444 E Main St
- Time zone
- CT (UTC-6)
- Office locations
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