P
CRD: 159957
Page Financial Services, LLC
Louisville, KY, 40228
5029054152
$12.8M Total AUM
$12.8M Disc. AUM
-- 3Y CAGR
1 Employees
0 ADV. Clients
14 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 12-12-2011
- Office Locations
- 1
Office Locations
8607 Smyrna Parkway Suite 106 Louisville KY
About Page Financial Services, LLC
Page Financial Services, LLC is a Louisville-based RIA. The firm has been operating for 14 years. Managing $12.8M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Financial Planning, Insurance.
Team overview
-- AVG AGE
$12.8M AVG AUM / ADVISOR
-- AVG AUM / CLIENT
14.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
14yrs Firm Age
Insights
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Asset Classes
Crest capital Atlas alpha Alpha quantum
Client Personas
Ridge wave
Investment Themes
Pioneer peak Fusion
Investment Vehicles
North
Services
Eagle vector Timber
Owner & Executives
RICHARD MARK PAGE
Manager
- CRD
- #4925264
- Ownership
- 75% or more
(240) 346-8602
ember.timber@valuecapital.com
in linkedin.com/in/atlas-frontier
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $12,775,080 | -- |
| Non-Discretionary | $0 | -- |
| Total | $12,775,080 | -- |
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Separately Managed Accounts
Total SMA Asset: $12,775,080
Equity - Exchange:
28.0% U.S. Government/Agency:
39.5% Cash:
32.5% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $215,814,699 | 28.0% |
| U.S. Government/Agency | $304,452,878 | 39.5% |
| Cash | $250,499,204 | 32.5% |
| Total | $770,766,781 | 100.0% |