linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Todd Asset Management LLC

Headquartered in LOUISVILLE, KY

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information.

Firm Information

Todd Asset Management LLC is an investment advisor headquartered in Louisville, Kentucky. The firm provides advisory services to a variety of clients, including high-net-worth individuals, charitable organizations, and state or municipal government entities. Todd Asset Management LLC offers portfolio management for businesses and individuals, and also publishes periodicals and provides selection of other advisors. They have a total of 105 client accounts with approximately $4,469,969,570 in regulatory assets under management.

Todd Asset Management LLC

101 SOUTH 5TH STREET

LOUISVILLE, KY 40202

$4.47B

Assets Under Management

16

Total Clients

4

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.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

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

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

provide and update model portfolio to platform clients under agreement

Provide and update model portfolio to platform clients under agreement

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.

check

fixed fees

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

check

percentage of assets

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

Branch Locations (1)

TODD ASSET MANAGEMENT LLC has a total of 1 branch locations across the country.
location

LOUISVILLE, KY

Advisors at Todd Asset Management LLC

View All 4 Advisors
Unclaimed
John James White

CFA®, RA

LOUISVILLE, KY

View Profile
Unclaimed
Curtiss Miller Scott

CFA®, RA

LOUISVILLE, KY

View Profile
Unclaimed
Shaun Christopher Siers

CFA®, RA

LOUISVILLE, KY

View Profile
Unclaimed
John Cletus Holden

CFA®, RA

LOUISVILLE, KY

View Profile

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.
Not sure if Todd Asset Management LLC is right for you?

Disclosures

There are no public disclosures for Todd Asset Management LLC.

Frequently Asked Questions (7)

Not sure if Todd Asset Management LLC is right for you?