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Building 2MEYER CAPITAL MANAGEMENT LLC.

Map pinCINCINNATI, OH
Phone513-772-3600
NotebookSEC #801-114159
Total AUM
$190.8M
Employees
7
Clients
124

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
7655 FIVE MILE ROAD
SUITE 209
CINCINNATI
OH 45230
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
513-772-3600

ReceiptFinancials

Total AUM
$190.8M
Accounts
353
Discretionary
$190.8M
Accounts
353
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
104
AUM
$91.6M
HNW Individual Clients
11
AUM
$89.9M
Banking Clients
1
AUM
$0
Pooled Vehicle Clients
1
AUM
$9.2M
Pension/Profit Sharing Plan Clients
1
AUM
$0
Charitable Organization Clients
1
AUM
$0
Government Entity Clients
1
AUM
$0
Investment Advisor Clients
1
AUM
$0
Insurance Company Clients
1
AUM
$0
Sovereign Wealth Fund Clients
1
AUM
$0
Corporation or Business Clients
1
AUM
$0

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
KYOHTX

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

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