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BLUEGRASS FINANCIAL PLANNING, LLC
CRD 169515
4350 BROWNSBORO ROAD, SUITE 110, LOUISVILLE, KY, 40207, United States
Phone
502-873-7526
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$61.2M
Discretionary AUM
$61.2M
Team
1 total employees; 1 advisory reps; 6 broker-dealer reps
Clients
26-50
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-30
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 63 | $32.7M |
| High net worth individuals | 14 | $28.5M |
All web addresses on file
Official SEC filing: View on IAPD