Dupree Financial Group, Llc
Lexington, Kentucky
5.0
22 Reviews
DUPREE FINANCIAL GROUP, LLC is a small investment advisory firm located in Lexington, KY. With 6 dedicated employees, their team includes 4 highly experienced professionals specializing in investment advisory services. Known for their expertise, Dupree Financial Group manages an impressive average of approximately $32,470,000 in assets under management per investment advisor. The firm's compensation structure is diverse, offering various types of compensation, including a percentage of assets under management. With over 590 individual clients, Dupree Financial Group proudly oversees a substantial portfolio of more than $290,742,0...
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Assets Under Mgmt

$290.74M

Investment Professionals

4

Locations

0

% 401K & Individual

53%

% Discretionary

100%
Compensation Structure
A percentage of assets under your management
Services Provided Section
Portfolio management for individuals and/or small businesses
Disclosures
SEC or CFTC violation of regulation or statutes
SEC or CFTC imposed civil money penalty or cease and desist from an activity
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