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| Dupree Financial Group LLC
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|
|
|---|---|
| CRD # | 131091 |
| SEC # | 801-71497 |
| CIK # | |
| AUM | $290.7 MM (2022-10-19) |
| Employees | 6 (67% Investors, 0% Brokers) |
| Phone | 859-233-0400 |
| Address | 237 East Main Street Lexington, KY 40507 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 592 | 154.2 |
| (b) Individuals (high net worth individuals) | 92 | 136.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 684 | 290.7 |
| By Discretionary | ||
| Discretionary | 684 | 290.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 684 | 290.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 290.7 | |
| Total | 684 | 290.7 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Red Wave Investments LLC
✚
|
PA | 0.3 |
|
Objective Capital Management LLC
✚
|
OH | 0.3 |
|
Caplan Financial Group LLC
✚
|
MD | 0.3 |
|
Legacy Bridge LLC
✚
|
IA | 0.3 |
|
Rational Investment Management LLC
✚
|
CA | 0.3 |
|
Integrated Financial Strategies LLC
✚
|
NC | 0.3 |
|
Private Income Capital Management
✚
|
WA | 0.3 |
|
HOEY Investments Inc
✚
|
PA | 0.3 |
|
Auour Investments LLC
✚
|
MA | 0.3 |
|
Houlihan Financial Resource Group Ltd
✚
|
VA | 0.3 |