Todd Asset Management LLC

Todd Asset Management LLC (CRD# 109473) is a financial advisory firm headquartered in Louisville, KY. They manage $4,469,969,570 in 105 accounts and serve the financial needs of clients across 49 states (or territories).

Current Firm Details
101 South 5th Street, Suite 3100, Louisville, KY 40202
http://www.toddasset.com
By the Numbers
  • Total Assets Under Management
    4,470
    MILLION
  • Total Number of Accounts
    105
    ACCOUNTS
  • Average Account Value
    $42,571,139
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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)
  • Publication of periodicals or newsletters
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AK, AL, AR, AZ, CA, CO, CT, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

Financial Advisors at Todd Asset Management LLC
Showing 1 - 4 of 4 top financial advisors.
1
John Holden, financial advisor Louisville KY
John C. Holden
CRD#: 4135882
101 South 5th Street, Suite 3100, Louisville, KY 40202

John Holden (CRD# 4135882) is an Investment Advisor Representative working at Todd Asset Management LLC in Louisville, KY and has 1 year of experience in the finance industry.

2
Curtiss Scott, financial advisor Louisville KY
Curtiss M. Scott
CRD#: 1551202
101 South 5th Street, Suite 3160, Louisville, KY 40202

Curtiss Scott (CRD# 1551202) is an Investment Advisor Representative working at Todd Asset Management LLC in Louisville, KY and has over 32 years of experience in the finance industry.

3
John White, financial advisor Louisville KY
John J. White
CRD#: 1669539
101 South 5th Street, Suite 3160, Louisville, KY 40202

John White (CRD# 1669539) is an Investment Advisor Representative working at Todd Asset Management LLC in Louisville, KY and has over 36 years of experience in the finance industry.

4
Shaun Siers, financial advisor Louisville KY
Shaun C. Siers
CRD#: 6683579
101 South 5th Street, Suite 3100, Louisville, KY 40202

Shaun Siers (CRD# 6683579) is an Investment Advisor Representative working at Todd Asset Management LLC in Louisville, KY and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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