Landmark Financial Advisors LLC
Legal Name: LANDMARK FINANCIAL ADVISORS, LLC
Full Contact Details
Landmark Financial Advisors LLC
911 COLLEGE STREET, SUITE 301, BOWLING GREEN, KY
270-782-9222
270-782-5196
Other Info
Landmark Financial Advisors LLC, a Limited Liability Company based in Kentucky, operates with 6 employees, 4 of whom work in advisory roles. The number of served clients is undisclosed. It gained approval from the SEC on January 2, 2004, and remains in good standing with the regulatory agency.
Landmark Financial Advisors
Landmark Financial Advisors is an independent, privately owned registered investment advisor. Our firm is a fee only business, built on the commitment to eliminate any conflicts of interest in helping you to achieve your financial goals. We recognize that true wealth management encompasses more than…
Direct Owners
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LEWIS BRENT MASON
PRESIDENT & CHIEF COMPLIANCE OFFICER owns more than 25% but less than 50%
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THOMAS ARTHUR DONNELLY
MEMBER owns less than 5%
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WILLIAM H BORDERS
MEMBER owns more than 25% but less than 50%
Firms Located Nearby
News
Top Holdings
- FLEXSHARES TR $23,426k
- VANGUARD BD INDEX FD INC TOTAL BND MRKT $18,876k
- VANGUARD SCOTTSDALE FDS $14,532k
- US BANCORP DEL $14,195k
- VANGUARD INDEX FDS S&P 500 ETF SHS $10,320k
- VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF $10,103k
- VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF $8,665k
- VANGUARD INDEX FDS REAL ESTATE ETF $7,133k
- SPDR S&P 500 ETF TR TR UNIT $6,587k
- VANGUARD INDEX FDS SMALL CP ET $4,845k