Your Best Move Inc

RIAState 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. is a small corporate investment adviser that provides financial planning and manager-selection services for clients. The firm acts as a capital allocator, sourcing and placing client capital with external investment managers rather than building an in-house suite of proprietary strategies. Fee arrangements include asset-based fees, hourly billing and other fee structures. The firm is registered to conduct business in Florida, Kentucky, Louisiana and Pennsylvania. It does not identify as an active ESG investor.

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

1 of 1
  • Leland Lanway

    Leland Lanway

    Owner, Vice PresidentCRD 2273090

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth