B
$1.2M Total AUM
$1.2M Disc. AUM
-- 3Y CAGR
1 Employees
8 ADV. Clients
5 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Interactive Brokers
- Clients
- Retail
- Platforms
- --
- Established Date
- 04-07-2021
- Office Locations
- 1
Office Locations
2527 Nelson Miller Parkway Suite 205 Louisville KY
About Best Investment Options, LLC
Best Investment Options, LLC is a Louisville-based RIA. The firm has been operating for 5 years. Managing $1.2M in total assets under management, with 1 advisory representatives. They custody assets with Interactive Brokers.
Team overview
-- AVG AGE
$1.2M AVG AUM / ADVISOR
$148.9K AVG AUM / CLIENT
5.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
5yrs Firm Age
Insights
Available
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Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
C
CHARLES J VEENEMAN
Managing Member
- CRD
- #5337065
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,191,110 | -- |
| Non-Discretionary | $0 | -- |
| Total | $1,191,110 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Derivatives:
Available Cash:
Available Other:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Derivatives | Available | Available |
| Cash | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
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