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CONSOLIDATED FINANCIAL
DUBLIN, OH
614-932-0000
SEC #801-112968Total AUM
$588.7M
Employees
6Clients
760Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
5850 VENTURE DRIVE
SUITE A
DUBLIN
OH 43017
United States
SUITE A
DUBLIN
OH 43017
United States
Operating Hours
9 A.M. TO 5 P.M.
Monday - Friday
Monday - Friday
Phone
614-932-0000
Financials
Total AUM
$588.7M
Accounts
1,495Discretionary
$245.3M
Accounts
1,430Non-Discretionary
$343.5M
Accounts
65
Clients
Individual Clients
583AUM
$80.5M
HNW Individual Clients
112AUM
$164.8M
Pension/Profit Sharing Plan Clients
65AUM
$343.5M
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges CommissionCharges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
Other Regulator Denial/Suspension/RevocationOther Regulator False Statement/DishonestyOther Regulator Order (Past 10 Years)Other Regulator Violation Finding
State Registrations
FLOHTXWV
Affiliates
Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.