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- Custodian
- Charles Schwab & Company ยท Raymond James
- Clients
- Retail
- Platforms
- --
- Established Date
- 04-01-2019
- Office Locations
- 1
Office Locations
About E2 Financial Services, LLC
E2 Financial Services, LLC is a Kentucky-based, founder-led RIA providing comprehensive financial planning and ongoing portfolio management for individuals and families, including retirement, tax, and estate-planning coordination. The firm builds customized, broadly diversified allocations matched to risk and life stage, using ETFs and mutual funds. Client account access is supported through Charles Schwab.
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Owner & Executives
Brock Edward Muller
Chief Compliance Officer, Investment Advisor, INVESTMENT ADVISOR REPRESENTATIVE, Managing Member
- CRD
- #4260667
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $8,340,425 | -- |
| Total | $8,340,425 | -- |
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Separately Managed Accounts
Total SMA Asset: $8,340,425
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,122,818,635 | 40.7% |
| Equity - Exchange | $300,705,728 | 10.9% |
| Cash | $1,335,243,783 | 48.4% |
| Total | $2,758,768,146 | 100.0% |