# MWM ADVISORY SERVICES LLC

MWM ADVISORY SERVICES LLC of LOUISVILLE, KY is an SEC-registered investment adviser.

## Registration

- CRD: 166411
- Type: SEC-registered investment adviser
- SEC file number: 801-106583
- Location: 2600 MEIDINGER TOWER, 462 SOUTH FOURTH STREET, LOUISVILLE, KY, 40202
- Phone: 502-882-4600
- Latest filing: 2019-03-21
- Regulatory AUM: $70.9M
- Discretionary AUM: $62.2M
- Non-discretionary AUM: $8.7M
- Clients: 16
- Accounts: 450

## Officers, owners & control persons (7)

| Name | Role | Location |
| --- | --- | --- |
| CONNER JAY GORDON | CHIEF COMPLIANCE OFFICER | — |
| KALLIS JOHN GEORGE | CHIEF COMPLIANCE OFFICER; CHIEF OPERATING OFFICER | — |
| HILL FRANK PHILLIP | MEMBER | — |
| FURLONG THOMAS PATRICK | MEMBER | — |
| CAMMACK MARCIA JOHNSON | MEMBER | — |
| MEDLEY DIANE BENNETT | PARTNER | — |
| LUKINOVICH STEPHEN MICHAEL | PARTNER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/166411/brochure
- Similar advisers: https://search.stillhousedata.com/firm/166411/similar
- Related entities: https://search.stillhousedata.com/firm/166411/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/166411

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.