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Building 2BOLAN CAPITAL MANAGEMENT, LLC

Map pinCINCINNATI, OH
Phone513-624-7070
NotebookSEC #801-112851
Total AUM
$238.7M
Employees
2
Clients
140

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1095 NIMITZVIEW DR
SUITE 300
CINCINNATI
OH 45230-4331
United States
Operating Hours
9AM-5PM
Monday - Friday
Phone
513-624-7070
Other Offices
1

ReceiptFinancials

Total AUM
$238.7M
Accounts
1,090
Discretionary
$237.5M
Accounts
1,088
Non-Discretionary
$1.2M
Accounts
2

ContactClients

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Individual Clients
70
AUM
$33.4M
HNW Individual Clients
70
AUM
$205.4M

Briefcase businessServices

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Services Offered
Individual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
COKYNHOHTNTX

HandshakeAffiliates

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

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