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Building 2CLARIFY WEALTH MANAGEMENT

Map pinCINCINNATI, OH
Phone513-381-0001
NotebookSEC #801-108586
Total AUM
$410M
Employees
11
Clients
847

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
50 E-BUSINESS WAY
SUITE 100
CINCINNATI
OH 45241
United States
Operating Hours
8-4
Monday - Friday
Phone
513-381-0001
Other Offices
2

ReceiptFinancials

Total AUM
$410M
Accounts
1,552
Discretionary
$410M
Accounts
1,552
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
559
AUM
$110.9M
HNW Individual Clients
279
AUM
$242.9M
Pension/Profit Sharing Plan Clients
5
AUM
$2.2M
Charitable Organization Clients
3
AUM
$54M
Corporation or Business Clients
1
AUM
$1.5K

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCOFLGAINKYMINCOHTNWA

HandshakeAffiliates

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

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