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Building 2HORAN WEALTH MANAGEMENT

Map pinCINCINNATI, OH
Phone513-745-0707
NotebookSEC #801-107181
Total AUM
$698.2M
Employees
27
Clients
1,486

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
8044 MONTGOMERY RD
STE 640
CINCINNATI
OH 45236
United States
Operating Hours
8:30-5:00
Monday - Friday
Phone
513-745-0707
Other Offices
1

ReceiptFinancials

Total AUM
$698.2M
Accounts
2,245
Discretionary
$697M
Accounts
2,238
Non-Discretionary
$1.2M
Accounts
7

ContactClients

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Individual Clients
1,200
AUM
$293.4M
HNW Individual Clients
275
AUM
$385.3M
Pension/Profit Sharing Plan Clients
8
AUM
$2.2M
Charitable Organization Clients
2
AUM
$17.3M
Corporation or Business Clients
1
AUM
$49.8K

Briefcase businessServices

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Services Offered
EducationFinancial PlanningIndividual Portfolio ManagementPension ConsultingPublications
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures
SRO Rule Violation
State Registrations
ALARAZCACOCTFLGAIDILINKSKYLAMAMDMEMIMOMTNCNJNMOHORPASCTNTXUTVAWAWIWV

HandshakeAffiliates

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

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