Chief Financial Officer · Parthenon LLC
Tony H. Coffey
CRD 2464952 · Named on Form ADV at one SEC-registered adviser
At a glance
Parthenon LLC, an SEC-registered wealth manager based in Louisville, KY with $1.2 billion in regulatory assets, lists Tony H. Coffey on its Form ADV as Chief Financial Officer, a control person.
Firms and roles
- Parthenon LLCChief Financial OfficerWealth manager · Louisville, KY · $1.2B in regulatory assets
AtlasMembers
Tony’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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- Search and export owners by title, state and firm size
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Todd P. LowePresident, Chief Compliance Officer, Parthenon LLC
- Thomas A. CoreaChief Executive Officer, Parthenon LLC
- II J. M. BarrChairman, Parthenon LLC
- Matthew W. CarperSenior Vice President, Parthenon LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Tony’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.