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Building 2INVEST CAPITAL PARTNERS

Map pinSPRINGBORO, OH
Phone937-557-3200
NotebookSEC #801-110218
Total AUM
$271.9M
Employees
13
Clients
661

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
550 S. MAIN STREET
SPRINGBORO
OH 45066
United States
Operating Hours
8:00 A.M. - 4:00 P.M.
Monday - Friday
Phone
937-557-3200
Other Offices
5

ReceiptFinancials

Total AUM
$271.9M
Accounts
1,283
Discretionary
$247.3M
Accounts
1,170
Non-Discretionary
$24.6M
Accounts
113

ContactClients

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Individual Clients
554
AUM
$111M
HNW Individual Clients
93
AUM
$139.6M
Charitable Organization Clients
4
AUM
$4.5M
Corporation or Business Clients
10
AUM
$16.8M

Briefcase businessServices

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Services Offered
EducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ALAZCAFLILINMIMNNCOHTNTXVA

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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