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Alexander Investment Services Co.

Headquartered in LOUISVILLE, KY

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Firm Information

Alexander Investment Services Co. is a Kentucky-based Corporation that was formed in July 1965. The firm provides investment advisory services to individuals, high net worth individuals, corporations, pension plans, and other clients. They specialize in financial planning, pension consulting, and portfolio management. The firm has a team of 10 licensed agents, 12 investment adviser representatives, and 13 registered representatives. They manage over $641 million in assets for their clients.

Alexander Investment Services Co.

909 LILY CREEK ROAD #101

LOUISVILLE, KY 40243-2808

$641.36M

Assets Under Management

2

Total Clients

13

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (6)

ALEXANDER INVESTMENT SERVICES CO. has a total of 6 branch locations across the country.
location

Louisville, KY

location

LOUISVILLE, KY

location

HARLAN, KY

location

Dunedin, FL

location

Fisherville, KY

location

CORBIN, KY

Advisors at Alexander Investment Services Co.

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Unclaimed
Gerald Andrew Wells

RA

LOUISVILLE, KY

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Richard Lynn Fox

RA

HARLAN, KY

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Leo Andrew Hanlein

RA

LOUISVILLE, KY

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Unclaimed
Claude Wayne Collett

HARLAN, KY

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Unclaimed
William Oliver Brooks

LOUISVILLE, KY

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Unclaimed
Drew Stephenson Adams

RA

HARLAN, KY

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Unclaimed
Michael Andrew Hanlein

RA

LOUISVILLE, KY

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Unclaimed
Robert Allen Meek

RA

LOUISVILLE, KY

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Disclosures

There is public disclosure for Alexander Investment Services Co.. Review regulatory record here.

Frequently Asked Questions (8)

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