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Building 2BRASS TAX WEALTH MANAGEMENT

Map pinCINCINNATI, OH
Phone513-605-3394
NotebookSEC #801-111006
Total AUM
$860.2M
Employees
29
Clients
2,870

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
4755 CORNELL ROAD
SUITE 102A
CINCINNATI
OH 45241
United States
Operating Hours
5-Aug
Monday - Friday
Phone
513-605-3394
Other Offices
5

ReceiptFinancials

Total AUM
$860.2M
Accounts
2,872
Discretionary
$860.2M
Accounts
2,872
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
2,728
AUM
$515.5M
HNW Individual Clients
129
AUM
$335.7M
Charitable Organization Clients
1
AUM
$33.7K
Corporation or Business Clients
12
AUM
$9M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCAFLILINKYNCNYOHPASCTNTX

HandshakeAffiliates

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Affiliates
Reported 5 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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