YOUR BEST MOVE INC

RIASEC Registered
Total AUM
Avg account
$0
Accounts
0
Employees
2
Advisory reps
1

Firm details

Headquarters
BARDSTOWN, Kentucky
CRD number
149749
Fee structure
Percentage of AUM, Hourly Charges, Other
Services
Financial PlanningSelection of Other Advisers

Firm profile

FINTRX

Overview

Your Best Move Inc operates as a corporate-structured advisory firm that provides financial planning and the selection of other advisers for its clients. The firm describes itself as a capital allocator and uses a mix of fee models — percentage of assets under management, hourly charges and other fee arrangements — which suggests it serves both ongoing advisory relationships and project-based planning engagements. The firm is not identified as an active ESG investor and is not listed as a multi-state adviser. Given the stated service line of selecting other advisers, the firm appears oriented toward creating client solutions by assembling external managers or specialists rather than running a large in-house investment platform. That positioning fits advisory work focused on planning and manager selection rather than concentrated portfolio trading or internal asset management.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Contacts

1 of 1
  • LELAND LANWAY

    Owner, Vice PresidentCRD 2273090

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

BARDSTOWN, KY

NELSON

Location

BARDSTOWN, KY

Headquartered in BARDSTOWN, KY, anchoring the Louisville/Jefferson County--Elizabethtown--Bardstown, KY-IN metro in the South.

Metro area
Louisville/Jefferson County--Elizabethtown--Bardstown, KY-IN
Region
South
County
NELSON
Address
798 Portland Ave
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth