Tapke Hartman Asset Management LLC (Crestview Hills)

Name: Tapke Hartman Asset Management LLC
Address: 2734 Chancellor Drive, Crestview Hills, KY, 41017
Telephone: 859-344-4000

Tapke Hartman Asset Management LLC is a large advisory firm based in Crestview Hills. It manages $321.32 million of regulatory assets for 150 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Kentucky.

Tapke Hartman Asset Management provides portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Tapke Hartman Asset Management: assets under management

The assets under management (AUM) of Tapke Hartman Asset Management LLC is $321.32 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 4% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $321.32 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $2.14 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Tapke Hartman Asset Management LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Crestview Hills

The principal office where Tapke Hartman Asset Management LLC performs its advisory services is located at 2734 Chancellor Drive, Crestview Hills, KY 41017, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 859-344-4000 or by fax 859-344-4006. The normal business hours are 9:00 a.m. - 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at www.tapkehartman.com.

Tapke Hartman Asset Management LLC (Crestview Hills)

Tapke Hartman Asset Management: assets under management

Fees & Commissions

Based in Crestview Hills

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