Ngl Investment Management, Inc. is a large advisory firm based in Louisville. It manages $33.36 million of regulatory assets for 30 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Florida, Iowa, Kentucky, and 3 other states.
Ngl Investment Management provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, pension consulting services, and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Ngl Investment Management, Inc. is $33.36 million. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Ngl Investment Management, Inc. for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Michael Wille Lowe has been acting as President since 1 Aug 2000. Erskine Howard Courtenay joined the executive team most recently as the Vp, Chief Investment Officer.
The principal office where Ngl Investment Management, Inc. performs its advisory services is located at 450 S Third St, Louisville, KY 40202, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 502-585-6860 or by fax 502-585-6870. The normal business hours are 8:00 a.m to 5:00 p.m. on Monday - Friday.