Lanier Asset Management, LLC
Lanier Asset Management, LLC (CRD# 150888) is a financial advisory firm headquartered in Louisville, KY. They manage $114,568,329 in 409 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management115MILLION
Total Number of Accounts409ACCOUNTS
Average Account Value$280,118
- 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)
Junius Beaver (CRD# 2166997) is an Investment Advisor Representative working at Lanier Asset Management, LLC in Louisville, KY and has over 25 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.