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Building 2SPRINGSIDE PARTNERS LLC

Map pinAKRON, OH
Phone330-598-2208
NotebookSEC #801-110560
Total AUM
$257.9M
Employees
5
Clients
272

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
275 SPRINGSIDE DRIVE
SUITE 250
AKRON
OH 44333
United States
Operating Hours
8:00 A.M. - 5:00 P.M.
Monday - Friday
Phone
330-598-2208

ReceiptFinancials

Total AUM
$257.9M
Accounts
680
Discretionary
$254.7M
Accounts
624
Non-Discretionary
$3.2M
Accounts
56

ContactClients

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Individual Clients
191
AUM
$70M
HNW Individual Clients
67
AUM
$174.7M
Pension/Profit Sharing Plan Clients
8
AUM
$5.5M
Charitable Organization Clients
6
AUM
$7.8M

Briefcase businessServices

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Services Offered
Individual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZFLILOH

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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