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Building 2ONESEVEN

Map pinBEACHWOOD, OH
Phone216-865-1700
NotebookSEC #801-107829
Total AUM
$7.7B
Employees
264
Clients
16,335

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
24400 CHAGRIN BLVD.
SUITE 310
BEACHWOOD
OH 44122
United States
Operating Hours
8:30AM TO 5:00PM
Monday - Friday
Phone
216-865-1700
Other Offices
47

ReceiptFinancials

Total AUM
$7.7B
Accounts
26,700
Discretionary
$7.7B
Accounts
26,562
Non-Discretionary
$40.9M
Accounts
138

ContactClients

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Individual Clients
13,879
AUM
$3B
HNW Individual Clients
1,908
AUM
$4.3B
Pension/Profit Sharing Plan Clients
301
AUM
$178.4M
Charitable Organization Clients
47
AUM
$51.9M
Corporation or Business Clients
192
AUM
$207.4M
Other Clients
8
AUM
$1.9M
Description of Other Clients
CORPORATE TRUSTS

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
SOLICITORS' FEES FOR REFERRALS TO OTHER MONEY MANAGERS

Shield checkCompliance

Disclosures

None reported

State Registrations
ALAZCACOCTDCFLGAIDILINKYLAMAMDMIMNNCNENHNJNVNYOHORPASCTNTXUTVAWAWV

HandshakeAffiliates

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Affiliates
Reported 7 business affiliates.
Claimed Affiliates
Reported as an affiliate by 2 other businesses.

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