Private Client Services, LLC
Private Client Services, LLC (CRD# 120222) is a financial advisory firm headquartered in Louisville, KY. They manage $845,810,789 in 2,890 accounts and serve the financial needs of clients across 1 states (or territories).
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Total Assets Under Management846MILLION
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Total Number of Accounts2,890ACCOUNTS
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Average Account Value$292,668
- A percentage of assets under your management
- Hourly charges
- 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)
- Educational seminars/workshops
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Charles Neal (CRD# 3138718) is an Investment Advisor Representative working at Private Client Services, LLC in Jeffersonville, IN and has over 22 years of experience in the finance industry.
Todd Oberhausen (CRD# 3153970) is an Investment Advisor Representative working at Private Client Services, LLC in Louisville, KY and has over 20 years of experience in the finance industry.
Mitchell Oldewurtel (CRD# 4017598) is an Investment Advisor Representative working at Private Client Services, LLC in Appleton, WI and has over 24 years of experience in the finance industry.
Richard Robinson (CRD# 1472034) is an Investment Advisor Representative working at Private Client Services, LLC in Louisville, KY and has over 38 years of experience in the finance industry.
Ernest Sampson (CRD# 2001651) is an Investment Advisor Representative working at Private Client Services, LLC in Louisville, KY and has over 34 years of experience in the finance industry.
Jeffrey D Smith (CRD# 4624552) is an Investment Advisor Representative working at Private Client Services, LLC in Rockville, MD and has over 21 years of experience in the finance industry.
Leanne Smith (CRD# 5078833) is an Investment Advisor Representative working at Private Client Services, LLC in Louisville, KY and has over 17 years of experience in the finance industry.
Sabine Stovall (CRD# 5918011) is an Investment Advisor Representative working at Private Client Services, LLC in Louisville, KY and has over 12 years of experience in the finance industry.
Robert Sutherland (CRD# 4962974) is an Investment Advisor Representative working at Private Client Services, LLC in Oakbrook Terrace, IL and has over 18 years of experience in the finance industry.
Peter Topping (CRD# 4549730) is an Investment Advisor Representative working at Private Client Services, LLC in New York, NY and has over 21 years of experience in the finance industry.