WebMr. Bentley had been conditionally registered as an Investment Advisor Representative (IAR) for FWG Investments, LLC on January 17, 2024. Mr. Bentley's registration was … WebApr 2, 2024 · FWG INVESTMENTS, LLC 2704 Old Rosebud Road, Suite 160 Lexington, KY 40509: 284064 : $336,154,949 : 1198 : A percentage of AUM Hourly charges Fixed fees: D. SCOTT NEAL, INC. 3292 Eagle View Lane, Suite 290 Lexington, KY 40509: 110975 : $333,737,325 : 1359 : A percentage of AUM Hourly charges Fixed fees: DUPREE …
Jeffrey Kyle Sheppard - SEC
WebFwg Investments, LLC is a company that has its headquarters in Lexington, Kentucky. It has offices in four locations and a total of 20 employees. It handles $336 million in total assets between its 1,198 accounts, making it one of the mid-sized firms in the United States by assets under management. Of its 1,198 customer accounts, just 6% are ... WebPlease be aware that fraudsters may link to Investment Adviser Public Disclosure from phishing and similar scam websites, trying to steal your personal information or your money. Make sure you know who you’re dealing with when ... IA FWG INVESTMENTS, LLC 284064 LEXINGTON, KY 05/26/2024 - 09/28/2024 dramatic play clothes preschool
Jordan Short Financial Advisor - Fwg Investments, LLC KY
WebEmployment Dates Employer Name Position Investment Related Employer Location Below is the representative's employment history for up to the last 10 years. 12/2016 - Present FWG Investments, LLC Investment Advisor Representative Y Lexington, KY, United States 08/2011 - Present Family Wealth Group, LLC Insurance Agent Y Lexington, KY, … WebMar 23, 2024 · KEYSTONE FINANCIAL GROUP, LLC 527 Wellington Way, Ste 225, Lexington, KY 40503: $1,238,389,104: 4765: A percentage of AUM Hourly charges Fixed fees: BALLAST, INC. 360 E. Vine Street , Suite 320, Lexington, KY 40507: $462,991,449: 1445: A percentage of AUM Hourly charges Fixed fees Other (PERCENTAGE OF … WebFwg Investments, LLC is a financial advisory firm headquartered in Lexington, Kentucky. The investment advisory business has offices in four locations and a total of 20 people on staff. It controls $336 million in assets under management across its 1,198 customer accounts, placing it among the mid-sized financial advisory firms in the United ... dramatic play astronaut box