Parthenon LLC

Parthenon LLC (CRD# 107794) is a financial advisory firm headquartered in Louisville, KY. They manage $586,516,354 in 340 accounts and serve the financial needs of clients across 7 states (or territories).

By the Numbers
  • Total Assets Under Management
    587
    MILLION
  • Total Number of Accounts
    340
    ACCOUNTS
  • Average Account Value
    $1,725,048
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL, IN, KY, OH, TN, TX, VA

Financial Advisors at Parthenon LLC
Showing 1 - 7 of 7 top financial advisors.
1
Todd P. Lowe
CRD#: 1105618
9900 Corporate Campus Drive, Suite 2100, Louisville, KY 40223
96
Wealthminder
score

Todd Lowe (CRD# 1105618) is an Investment Advisor Representative working at Parthenon LLC in Louisville, KY and has over 33 years of experience in the finance industry. Todd Lowe has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
John M. Barr, Ii
CRD#: 1014461
9900 Corporate Campus Drive, Suite 2100, Louisville, KY 40223
93
Wealthminder
score

John Barr, Ii (CRD# 1014461) is an Investment Advisor Representative working at Parthenon LLC in Louisville, KY and has over 34 years of experience in the finance industry.

3
Beverly S. Clark
CRD#: 1378198
9900 Corporate Campus Drive, Suite 2100, Louisville, KY 40223
93
Wealthminder
score

Beverly Clark (CRD# 1378198) is an Investment Advisor Representative working at Parthenon LLC in Louisville, KY and has over 31 years of experience in the finance industry.

4
Tony H. Coffey
CRD#: 2464952
9900 Corporate Campus Drive, Suite 2100, Louisville, KY 40223
93
Wealthminder
score

Tony Coffey (CRD# 2464952) is an Investment Advisor Representative working at Parthenon LLC in Louisville, KY and has over 22 years of experience in the finance industry.

5
Thomas A. Corea
CRD#: 1711319
9900 Corporate Campus Drive, Suite 2100, Louisville, KY 40223
93
Wealthminder
score

Thomas Corea (CRD# 1711319) is an Investment Advisor Representative working at Parthenon LLC in Louisville, KY and has over 29 years of experience in the finance industry.

6
Panayiota G. Jones
CRD#: 1240508
9900 Corporate Campus Drive, Suite 2100, Louisville, KY 40223
93
Wealthminder
score

Panayiota Jones (CRD# 1240508) is an Investment Advisor Representative working at Parthenon LLC in Louisville, KY and has over 32 years of experience in the finance industry.

7
Dianna L. Saylor
CRD#: 1899902
9900 Corporate Campus Drive, Suite 2100, Louisville, KY 40223
93
Wealthminder
score

Dianna Saylor (CRD# 1899902) is an Investment Advisor Representative working at Parthenon LLC in Louisville, KY and has over 27 years of experience in the finance industry.

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