LANDMARK FINANCIAL ADVISORS, LLC
LANDMARK FINANCIAL ADVISORS, LLC of BOWLING GREEN, KY is an SEC-registered investment adviser (CRD 129435). Regulatory assets under management: $503.7M.
Registration
- CRD: 129435
- SEC file number: 801-62582
- Type: Registered investment adviser
- Location: 1131 FAIRVIEW AVENUE, SUITE 203, BOWLING GREEN, KY, 42103
- Phone: 270-782-9222
- Latest filing: 2023-10-09
- Regulatory AUM: $503.7M
- Discretionary AUM: $439.2M
- Non-discretionary AUM: $64.5M
- Clients: 8
- Accounts: 1,452
Officers, owners & control persons (4)
| Name | Role | Location |
|---|
| BERTA VINCE ANTHONY | MEMBER; PRESIDENT | — |
| DONNELLY THOMAS ARTHUR | MEMBER | — |
| MASON LEWIS BRENT | MEMBER; OWNER; PRESIDENT (+2 more) | — |
| BORDERS WILLIAM H | MEMBER; OWNER; TREASURER AND SECRETARY | — |
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