Lanier Asset Management, LLC
Lanier Asset Management, LLC (CRD# 150888) is a financial advisory firm headquartered in Louisville, KY. They manage $104,046,745 in 367 accounts and serve the financial needs of clients across 3 states (or territories).
Total Assets Under Management104MILLION
Total Number of Accounts367ACCOUNTS
Average Account Value$283,506
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
GA, KY, TX
Junius Beaver (CRD# 2166997) is an Investment Advisor Representative working at Lanier Asset Management, LLC in Louisville, KY and has over 24 years of experience in the finance industry.
Carl Hafele (CRD# 4346459) is an Investment Advisor Representative working at Lanier Asset Management, LLC in Louisville, KY and has 1 year of experience in the finance industry.