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Building 2CENTER FOR WEALTH MANAGEMENT ADVISORY

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Phone(513) 407-5430
NotebookSEC #801-112042
Total AUM
$227.8M
Employees
5
Clients
646

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
9-5
Monday - Friday
Phone
(513) 407-5430
Other Offices
1

ReceiptFinancials

Total AUM
$227.8M
Accounts
1,356
Discretionary
$222.1M
Accounts
1,330
Non-Discretionary
$5.7M
Accounts
26

ContactClients

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Individual Clients
588
AUM
$135.2M
HNW Individual Clients
54
AUM
$92.1M
Business Development Company Clients
3
AUM
$438.2K
Charitable Organization Clients
1
AUM
$39.7K

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementOther ServicesPension Consulting
Other Services
HOURLY CONSULTING
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

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Disclosures

None reported

State Registrations
AZFLGAINKYNCOHTX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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