| Name | Title | Ownership | Since |
|---|---|---|---|
| Ernest Aubrey Sampson Control | Managing Member, Esop Trustee | Under 5% | 2007 |
| John Philip Taylor-Jones Control | Chief Compliance Officer | Under 5% | 2013 |
| Julia Meyer Ironside | Finop | Under 5% | 2020 |
Private Client Services, LLC reports $1.1 billion in regulatory assets under management on its Form ADV.
Private Client Services, LLC reports 60 employees.
Private Client Services, LLC is based in Louisville, KY and has been SEC-registered since 2010.
Private Client Services, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 2225 Lexington Road, Louisville, KY 40206 |
| Phone | 502-451-0600 |
| Fax | 502-473-1721 |
| Office hours | 8:30 - 5:00 |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | Yes |
| Discretionary | $390.9M |
| Non-discretionary | $660.4M |
| Total (RAUM) | $1.05B |