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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Michael Dugan (CRD# 4822567) is an Investment Advisor Representative working at Private Client Services, LLC in Raritan, NJ and has over 17 years of experience in the finance industry.
Michael Dugan (CRD# 1290083) is an Investment Advisor Representative working at Private Client Services, LLC in Raritan, NJ and has over 35 years of experience in the finance industry.
Michael Frieda (CRD# 1079763) is an Investment Advisor Representative working at Private Client Services, LLC in New York, NY and has over 37 years of experience in the finance industry.
Howard Friedman (CRD# 4633986) 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.
Timothy Graham (CRD# 4461811) is an Investment Advisor Representative working at Private Client Services, LLC in Charlotte, NC and has over 21 years of experience in the finance industry.
Carl Hafele (CRD# 4346459) is an Investment Advisor Representative working at Private Client Services, LLC in Louisville, KY and has 1 year of experience in the finance industry.
Chad Hemphill (CRD# 2823045) is an Investment Advisor Representative working at Private Client Services, LLC in Louisville, KY and has over 27 years of experience in the finance industry.
Patrick Homan (CRD# 2064661) is an Investment Advisor Representative working at Private Client Services, LLC in Louisville, KY and has over 31 years of experience in the finance industry.
Sharon Ifrach (CRD# 5254220) is an Investment Advisor Representative working at Private Client Services, LLC in Appleton, WI and has over 16 years of experience in the finance industry.
Shana Keil (CRD# 4201567) is an Investment Advisor Representative working at Private Client Services, LLC in Appleton, WI and has over 23 years of experience in the finance industry.