The PRIVATE CLIENT SERVICES, LLC is a privately held investment adviser that advises $1.38Bn in regulatory assets under management held in 0 SEC fund types across 0 investment strategies. PRIVATE CLIENT SERVICES, LLC is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 203.8% over the last 5-years.
The Group has been registered with the SEC for 16.19 years and is comprised of 1 filing and 0 relying advisers. They operate out of 24 office locations with their Headquarters at 2225 LEXINGTON ROAD, LOUISVILLE, KENTUCKY. The Group has been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 60 employees comprised of 50 investment and 10 non-investment staff. The total number of Employees increased by 5.26% over the last 5-years.
Their $1.38Bn in assets advised are owned by 0 private funds, 0 public funds and BDCs and 42 other accounts. Assets of Individuals clients own $1.01Bn or 73.05% of Total Assets and High Net Worth Individuals own $364.77mn or 26.37% of Total Assets.
The Group's top investment strategies include , representing of total assets, respectively.
They advise 4 types of clients, top clients are Individuals and High Net Worth Individuals.
The Group uses 0 Fund Administrators, 0 Fund Auditors, 0 Prime Brokers, 0 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses fixed fees and management fees.
PRIVATE CLIENT SERVICES, LLC names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.