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Building 2RETURN ON LIFE WEALTH PARTNERS

Map pinCLEVELAND, OH
Phone440-740-0130
NotebookSEC #801-110086
Total AUM
$472.5M
Employees
13
Clients
284

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
7000 FITZWATER ROAD
SUITE 300
CLEVELAND
OH 44141
United States
Operating Hours
8:30 AM TO 5:30 PM
Monday - Friday
Phone
440-740-0130

ReceiptFinancials

Total AUM
$472.5M
Accounts
834
Discretionary
$412.8M
Accounts
805
Non-Discretionary
$59.7M
Accounts
29

ContactClients

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Individual Clients
167
AUM
$70.1M
HNW Individual Clients
88
AUM
$342.6M
Pension/Profit Sharing Plan Clients
29
AUM
$59.7M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUMCharges Subscription Fee

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLNYOHORPATX

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

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