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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Sammy Kudmani (CRD# 2901860) is an Investment Advisor Representative working at Private Client Services, LLC in Louisville, KY and has over 26 years of experience in the finance industry.
Jason Langley (CRD# 4226630) is an Investment Advisor Representative working at Private Client Services, LLC in Louisville, KY and has over 23 years of experience in the finance industry.
Gabriel Levy (CRD# 6197414) is an Investment Advisor Representative working at Private Client Services, LLC in Louisville, KY and has over 9 years of experience in the finance industry.
Alex Lindle (CRD# 4066965) is an Investment Advisor Representative working at Private Client Services, LLC in Louisville, KY and has over 23 years of experience in the finance industry.
Cindy Lindle (CRD# 4158848) is an Investment Advisor Representative working at Private Client Services, LLC in Louisville, KY and has over 23 years of experience in the finance industry.
Gretchen Mahaffey (CRD# 4549331) is an Investment Advisor Representative working at Private Client Services, LLC in Louisville, KY and has over 21 years of experience in the finance industry.
Linda McGill (CRD# 2630843) 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.
Lynn McGill (CRD# 1932126) 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.
Peter McLaughlin (CRD# 6564825) is an Investment Advisor Representative working at Private Client Services, LLC in Louisville, KY and has over 7 years of experience in the finance industry.
Michael Moorman (CRD# 727087) is an Investment Advisor Representative working at Private Client Services, LLC in Louisville, KY and has over 43 years of experience in the finance industry.