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KELLETT SCHAFFNER WEALTH ADVISORS LLC
CINCINNATI, OH
513-554-1472
SEC #801-110051Total AUM
$42M
Employees
3Clients
0Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
11006 READING ROAD
SUITE 201
CINCINNATI
OH 45241
United States
SUITE 201
CINCINNATI
OH 45241
United States
Operating Hours
9AM - 4PM
Monday - Friday
Monday - Friday
Phone
513-554-1472
Financials
Total AUM
$42M
Accounts
170Discretionary
$42M
Accounts
170Non-Discretionary
$0
Accounts
0
Clients
None reported
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
OH
Affiliates
Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.