MWM Advisory Services LLC

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MWM Advisory Services LLC ✚
CRD #	166411
SEC #	801-106583
CIK #
AUM
Employees	16 (100% Investors, 81% Brokers)
Phone	502-882-4600
Address	2600 Meidinger Tower Louisville, KY 40202
Source	[IAPD] [Website] [Facebook]

Total AUM ($M) Copy

AUM Breakdown	Accounts	AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals)	238	27.3
(b) Individuals (high net worth individuals)	60	24.9
(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	13	16.3
(h) Charitable organizations	5	0.5
(i) State or municipal government entities	0	0.0
(j) Other investment advisers	0	0.0
(k) Insurance companies	0	1.8
(l) Sovereign wealth funds and foreign official institutions	0	0.0
(m) Corporations or other businesses not listed above	0	0.1
(n) Other	0	0.0
Total	450	70.9
By Discretionary
Discretionary	362	62.2
Non-Discretionary	88	8.7
Total	450	70.9
By Non-United States Persons
Non-United States Persons		0.0
United States Persons		70.9
Total	450	70.9

Firm Profile (Form ADV)
Serves	Institutional, Retail

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MWM Advisory Services LLC

Assets, Funds, Holdings