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PRIVATE CLIENT SERVICES, LLC
CRD 120222 · SEC 801-71475
2225 LEXINGTON ROAD, LOUISVILLE, KY, 40206, United States
Phone
502-451-0600
Fax
502-473-1721
Registration
— (—)
Source
State registered
Total AUM
$1.38B
Discretionary AUM
$561.6M
Team
60 total employees; 50 advisory reps; 20 broker-dealer reps
Clients
11-25
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-14
Disciplinary history
Yes
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 8529 | $1.01B |
| High net worth individuals | 194 | $364.8M |
| Pension/profit sharing plans | 35 | $751K |
| Corporations/business entities | 7 | $7.2M |
All web addresses on file
- https://www.linkedin.com/company/affiance-financial/
- https://www.facebook.com/AffianceFinancial
- https://www.linkedin.com/in/steve-lear-81b7054/
- https://www.silverleafwealthadvisory.com
- https://www.leannecfp.com
- HTTP://WWW.PCSBD.NET
- https://www.mcgillfinancialensemble.com
- http://www.cfnwm.com
- HTTP://WWW.PCSADVISORS.NET
- http://WWW.HAFELEINVESTMENTS.COM
- https://www.linkedin.com/in/chadhemphill/
- https://www.linkedin.com/in/sammy-kudmani-80709ab/
- https://www.linkedin.com/in/jason-langley-0b05ba8/
- https://www.blueoceanglobalwealth.com
- https://www.linkedin.com/in/margueritacheng/
- https://www.linkedin.com/in/peter-topping-cfp%C2%AE-chfc%C2%AE-5b49773/
- https://www.linkedin.com/in/gretchen-mahaffey-mba-cfp%C2%AE-3a52ab9/
- https://www.linkedin.com/in/edward-marion-132688251/
- https://www.linkedin.com/in/michaelfrieda/
- https://www.linkedin.com/in/howardfriedman1/
- https://www.facebook.com/marioninvestmentadvisors
- https://twitter.com/Capital_Safari
- https://www.linkedin.com/in/ted-greggis-9418511/
- https://www.linkedin.com/in/brendan-halleron-cfp%C2%AE-aif%C2%AE-bfa%E2%84%A2-5661b334/
- https://www.linkedin.com/in/carl-hafele-cfa-cpa-b332ab8/
- https://www.linkedin.com/in/marc-usem-34a19a/
- https://www.linkedin.com/in/mark-wenzl-a0b68476/
- https://www.linkedin.com/in/cindy-durst-271b72a7/
- https://www.youtube.com/@leannecfp
- https://www.linkedin.com/in/cfneal/
- https://www.linkedin.com/in/sabinestovall/
- https://www.thewealthplanningcompany.com
- https://www.petetopping.com
- https://www.affiancefinancial.com
- https://www.facebook.com/BlueOceanGlobalWealth
- https://www.linkedin.com/in/michael-dugan-b7350513/
- https://www.panopticwealth.com
- https://www.marioninvestmentadvisors.com
- https://twitter.com/petetopping
- https://www.linkedin.com/in/eric-unger-77559034/
- https://www.linkedin.com/in/mitch-oldewurtel-7153016a/
- https://www.linkedin.com/in/andy-fishman-cfp-78483a4/
- https://www.linkedin.com/in/jillian-fohr-a004a444/
- https://www.linkedin.com/in/ernest-sampson-41900850/
- https://www.linkedin.com/in/jeff-smith-mba-clu-chfc-83910a/
- https://www.linkedin.com/in/gabriel-levy-cfa-a489a6113/
- https://www.linkedin.com/in/alex-lindle-a203252/
- https://www.linkedin.com/in/cindy-lindle-cfp%C2%AE-565865a/
- https://www.linkedin.com/in/brittany-spiller-ammerman-469b7211a/
- https://www.linkedin.com/in/kyle-berg-cfp%C2%AE-bfa%E2%84%A2-99916a13/
- https://www.linkedin.com/in/ericbunnellcfp/
- https://twitter.com/langleycapman
- https://www.linkedin.com/in/daniel-lear-cfp%C2%AE-cpwa%C2%AE-bfa%E2%84%A2-95898a32/
- https://www.mcgillfinancialensemble.com
- http://www.financialcg.com/
- HTTP://WWW.KFG.COM
- https://www.uspny.com
- https://www.linkedin.com/company/private-client-services-investments
Official SEC filing: View on IAPD