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PRIVATE CLIENT SERVICES, LLC

SEC Form ADV profile.

Total regulatory AUM
$1,383,095,742
Discretionary
$561,608,364
Non-discretionary
$821,487,378

Firm details

CRD number
120222
SEC file number
801-71475
Main office
LOUISVILLE, KY, United States
Employees
60
SEC status
Approved
Fee structure
Percentage of AUM Hourly Fixed fees

As of October 2026.