Mallory
Bruggeman
Fourth Street Performance Partners, Inc
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About this Advisor
Mallory Bruggeman is a financial advisor working out of Covington, Kentucky. Bruggeman is an employee of Fourth Street Performance Partners, Inc. Bruggeman has gained experience at Fourth Street Performance Partners Inc, University Of Cincinnati, Johnson Investment Counsel, Messer Construction, Fidelity Investments and Avi Food System. Bruggeman has a Series 65 license, certifying them as an investment advisor representative, and can serve investors in Kentucky. Fourth Street Performance Partners, Inc is a financial advisory business that has its headquarters in Covington, KY. It has $5 billion in total assets among its 108 accounts, making it one of the biggest investment advisory firms in the United States by assets under management. The firm serves 50 charities and foundations. Of its 108 accounts, 24% are associated with high-net-worth clients who have more than $1 million in assets available to invest. Fourth Street Performance Partners, Inc has a number of services, such as portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. A financial advisor's fees usually depend on which services the firm provides the client. Fees billed by Fourth Street Performance Partners, Inc most likely include asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Fourth Street Performance Partners, Inc Brokerage Details
$4,512,203,227
14
108
$41,779,660
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Mallory Bruggeman Work History
Mallory has been registered as a financial advisor for 0 years.*
Fourth Street Performance Partners Inc
University Of Cincinnati
Johnson Investment Counsel
Messer Construction
Fidelity Investments
University Of Cincinnati
Avi Food System
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Mallory Bruggeman to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Fourth Street Performance Partners, Inc
Covington, KY
Covington, KY
Covington, KY
Covington, KY
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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