1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2WEALTH DIMENSIONS FAMILY OFFICE, INC

Map pinCINCINNATI, OH
Phone(513) 945-1030
NotebookSEC #801-100393
Total AUM
$625.9M
Employees
16
Clients
16

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
7870 E KEMPER ROAD
SUITE 210
CINCINNATI
OH 45249
United States
Operating Hours
8:00 A.M.- 5:00 P.M.
Monday - Friday
Phone
(513) 945-1030

ReceiptFinancials

Total AUM
$625.9M
Accounts
134
Discretionary
$625.9M
Accounts
134
Non-Discretionary
$0
Accounts
0

ContactClients

View more in analytics →

HNW Individual Clients
13
AUM
$625.4M
Other Clients
3
AUM
$572.4K
Description of Other Clients
TRUSTS

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementOther Services
Other Services
FAMILY OFFICE SERVICES; BILL-PAY
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
OH

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

Feature requires an account