Landmark Financial Advisors is an investment advisor in Bowling Green with $481.31 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
611389994
SEC advisor number
801-62582
FINRA CRD number
129435
AUM ?
$503.69 mm
(as of 9 Oct 23)
Accounts
1,452
(as of 9 Oct 23)
Employees
8
(6 investment advisory or research)
Address
Landmark Financial Advisors
911 COLLEGE STREET
SUITE 301
BOWLING GREEN
KY 42101
911 COLLEGE STREET
SUITE 301
BOWLING GREEN
KY 42101
Phone
270-782-9222
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
13 Feb 24
13F-HR
Quarterly holdings report by institutional manager
13 Oct 23
13F-HR
Quarterly holdings report by institutional manager
18 Jul 23
13F-HR
Quarterly holdings report by institutional manager
13 Apr 23
13F-HR
Quarterly holdings report by institutional manager
23 Jan 23
13F-HR
Quarterly holdings report by institutional manager
10 Nov 22
13F-HR
Quarterly holdings report by institutional manager
3 Aug 22
13F-HR
Quarterly holdings report by institutional manager
16 May 22
13F-HR
Quarterly holdings report by institutional manager
26 Jan 22
13F-HR
Quarterly holdings report by institutional manager
12 Nov 21