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DUPREE & COMPANY, INC.
CRD 1697 · SEC 801-13157
125 SOUTH MILL ST STE 100, LEXINGTON, KY, 40507, United States
Phone
859-254-7741
Fax
859-254-1399
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$888.2M
Discretionary AUM
$888.2M
Team
12 total employees; 4 advisory reps; 1 broker-dealer reps
Clients
—
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-02-20
Disciplinary history
No
Services
Portfolio management (investment companies)
Client types
| Type | Clients | AUM |
|---|---|---|
| Investment companies | 1 | $888.2M |
States served
KY
Official SEC filing: View on IAPD