Tapke Asset Management, LLC (Ft. Wright)

Tapke Asset Management provides financial planning services, portfolio management for individuals and small businesses, and portfolio management for pooled investment vehicles. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Tapke Asset Management: assets under management

The assets under management (AUM) of Tapke Asset Management, LLC is $448.67 million. The firm's AUM has grown by 43% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $408.05 million in discretionary accounts and $40.62 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.31 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $20.31 million.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Tapke 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 Ft. Wright

The principal office where Tapke Asset Management, LLC performs its advisory services is located at 909 Wright's Summit Parkway, Ft. Wright, KY 41011, 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.tapke.com.

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