JOULE FINANCIAL, LLC
SEC Form ADV profile.
Total regulatory AUM
$478,573,909
Discretionary
$478,573,909
Non-discretionary
$0
Firm details
- CRD number
- 320791
- SEC file number
- 801-125024
- Main office
- LEXINGTON, KY, United States
- Employees
- 8
- SEC status
- Approved
- Website
- HTTP://WWW.JOULEFINANCIAL.COM
- Fee structure
-
Percentage of AUM Fixed fees
As of May 2026.