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TODD ASSET MANAGEMENT LLC
CRD 109473 · SEC 801-55565
101 SOUTH 5TH STREET, SUITE 3100, LOUISVILLE, KY, 40202, United States
Phone
(502)-585-3121
Fax
(502)-585-4203
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$6.18B
Discretionary AUM
$6.18B
Team
18 total employees; 6 advisory reps; 15 broker-dealer reps
Clients
—
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-10
Disciplinary history
No
Services
Portfolio management (individuals)Selection of other advisersPublication of periodicalsPROVIDE AND UPDATE MODEL PORTFOLIO TO PLATFORM CLIENTS UNDER AGREEMENT INCLUDING AN ETF AS SUB-ADVISER.
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 43 | $227.3M |
| Pension/profit sharing plans | 1 | $15.9M |
| Charitable organizations | 6 | $99.6M |
| State/municipal entities | 5 | $4.90B |
| Other investment advisers | 16 | $930.8M |
States served
VT, AL, AK, AZ, AR, CA, CO, DE, GA, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MT, NE, NV, NJ, NM, NY, NC, ND, OH, OK, OR, PA, RI, SC, TN, UT, VA, WV, WI, MO, WA, TX, NH, HI, CT, FL, SD
All web addresses on file
Official SEC filing: View on IAPD