Shaun
Siers
Todd Asset Management LLC
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About this Advisor
Shaun Siers is a financial advisor based in Louisville, Kentucky, working with Todd Asset Management LLC. Shaun has previously held a position at Todd Asset Management LLC and is registered to provide services in Kentucky. Currently, Shaun is part of Todd Asset Management LLC, which operates out of Louisville, Kentucky. The firm has 19 employees and manages assets totaling $4.5 billion. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, publication of newsletters, and other services. The fee structure at Todd Asset Management LLC includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Todd Asset Management LLC Brokerage Details
$4,469,969,570
19
105
$42,571,139
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Publication of periodicals or newsletters
- Other
Shaun Siers Work History
Todd Asset Management LLC
Todd Asset Management LLC
Todd Asset Management LLC
Disclosures
Please visit the SEC profile of Shaun Siers 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 Todd Asset Management LLC
Louisville, KY
Louisville, KY
Louisville, KY
Louisville, KY
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