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Building 2RICHVIEW ADVISORS

Map pinDAYTON, OH
Phone937-294-7409
NotebookSEC #801-107035
Total AUM
$66.6M
Employees
2
Clients
2

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3110 KETTERING BOULEVARD
DAYTON
OH 45439-1924
United States
Operating Hours
8:30 AM TO 5:00 PM
Monday - Friday
Phone
937-294-7409

ReceiptFinancials

Total AUM
$66.6M
Accounts
4
Discretionary
$66.6M
Accounts
4
Non-Discretionary
$0
Accounts
0

ContactClients

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HNW Individual Clients
1
AUM
$12.2M
Charitable Organization Clients
1
AUM
$54.4M

Briefcase businessServices

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Services Offered
Individual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
OH

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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