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Building 2CIRRUS WEALTH MANAGEMENT

Map pinCLEVELAND, OH
Phone216-503-9310
NotebookSEC #801-107369
Total AUM
$298.3M
Employees
12
Clients
349

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
6060 ROCKSIDE WOODS BLVD
SUITE 141
CLEVELAND
OH 44131
United States
Operating Hours
8-5
Monday - Friday
Phone
216-503-9310
Other Offices
2

ReceiptFinancials

Total AUM
$298.3M
Accounts
717
Discretionary
$228.9M
Accounts
696
Non-Discretionary
$69.4M
Accounts
21

ContactClients

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Individual Clients
227
AUM
$48.4M
HNW Individual Clients
71
AUM
$148.8M
Pension/Profit Sharing Plan Clients
40
AUM
$78.6M
Charitable Organization Clients
3
AUM
$1.8M
Corporation or Business Clients
8
AUM
$20.7M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLMINHOHPATX

HandshakeAffiliates

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

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