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Building 2VAWTER FINANCIAL LTD

Map pinCOLUMBUS, OH
Phone614-451-1002
NotebookSEC #801-112975
Total AUM
$394.4M
Employees
5
Clients
247

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1161 BETHEL ROAD
SUITE 304
COLUMBUS
OH 43220
United States
Operating Hours
9:00AM - 5:00PM
Monday - Friday
Phone
614-451-1002

ReceiptFinancials

Total AUM
$394.4M
Accounts
1,155
Discretionary
$394.4M
Accounts
1,155
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
144
AUM
$45.7M
HNW Individual Clients
103
AUM
$348.6M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACOFLMINCOHTXUT

HandshakeAffiliates

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

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