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Building 2ESB WEALTH MANAGEMENT, LLC

Map pinMANSFIELD, OH
Phone419-525-3961
NotebookSEC #801-107178
Total AUM
$80M
Employees
2
Clients
50

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
111 PARK AVENUE EAST
MANSFIELD
OH 44902
United States
Operating Hours
8:00 A.M. - 5:00 P.M.
Monday - Friday
Phone
419-525-3961
Other Offices
1

ReceiptFinancials

Total AUM
$80M
Accounts
50
Discretionary
$80M
Accounts
50
Non-Discretionary
$0
Accounts
0

ContactClients

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Pension/Profit Sharing Plan Clients
50
AUM
$80M

Briefcase businessServices

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Services Offered
EducationIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
OHWA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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