Page Financial Services, LLC
Firm details
- Headquarters
- Louisville, Kentucky
- CRD number
- 159957
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI78.86%
- Individuals21.14%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Page Financial Services, LLC is an independent registered investment adviser operating as an LLC with an individual owner. The firm combines accounting services with portfolio management for individuals and small businesses, charging clients through a mix of percentage-of-AUM fees and fixed fees. It does not present itself as a multi-state adviser, an ESG-focused manager, a pension consultant, or a capital allocator, and it is not described as a newly formed adviser.
Assets & Accounts
Public Holdings
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
- Exchange Traded Equities81%
- US Government Bonds15%
- Cash & Cash Equivalents4%
Contacts
1 of 1Richard Page
OwnerCRD 4925264
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Louisville, KY
Jefferson
Location
Louisville, KY
Headquartered in Louisville, 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
- Jefferson
- Address
- 8607 Smyrna Pkwy
- Time zone
- CT (UTC-6)
- Office locations
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