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RIA · CRD 159957State-Registered Investment Adviser

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PAGE Financial Services

Page Financial Services, LLC is a state-registered investment adviser in Louisville, KY. The firm manages approximately $13 million in regulatory assets.

Overview

Page Financial Services, LLC is a state-registered investment adviser in Louisville, KY. The firm manages approximately $13 million in regulatory assets. It has 1 employee and 1 investment adviser.

General information

Firm type

RIA

Frequently asked questions

Who runs investment decisions at PAGE Financial Services?

Investment authority rests with the Page family principals, with John H. Page historically serving as the primary steward. The office operates without a public-facing CIO or investment committee, reflecting the concentrated decision-making model common in legacy industrial family offices. Professional staff support deal execution, but strategic allocation is retained by family leadership.

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