1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2SOUDERS FINANCIAL ADVISORS, LLC

Map pinCINCINNATI, OH
Phone513-598-2400
NotebookSEC #801-113263
Total AUM
$1.4B
Employees
21
Clients
1,351

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
5968 BRIDGETOWN ROAD
CINCINNATI
OH 45248
United States
Operating Hours
8AM-5PM
Monday - Friday
Phone
513-598-2400
Other Offices
6

ReceiptFinancials

Total AUM
$1.4B
Accounts
3,616
Discretionary
$1.1B
Accounts
3,236
Non-Discretionary
$309.9M
Accounts
380

ContactClients

View more in analytics →

Individual Clients
1,044
AUM
$443.5M
HNW Individual Clients
231
AUM
$697.1M
Pension/Profit Sharing Plan Clients
70
AUM
$260.2M
Charitable Organization Clients
3
AUM
$7.3M
Corporation or Business Clients
3
AUM
$1.1M

Briefcase businessServices

View ADV Part 2 brochures →

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

Shield checkCompliance

Disclosures

None reported

State Registrations
CACOFLGAILINKYMINCOHSCTXVAWI

HandshakeAffiliates

View all affiliates →

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

Feature requires an account