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Building 2FINANCIAL COUNSELING, INC.

Map pinSPRINGBORO, OH
Phone937-748-8710
NotebookSEC #801-114518
Total AUM
$100.1M
Employees
3
Clients
417

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
582 N. MAIN ST.
SPRINGBORO
OH 45066
United States
Operating Hours
8:30 AM - 5:00 PM
Monday - Friday
Phone
937-748-8710

ReceiptFinancials

Total AUM
$100.1M
Accounts
708
Discretionary
$99.3M
Accounts
707
Non-Discretionary
$825K
Accounts
1

ContactClients

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Individual Clients
376
AUM
$48.6M
HNW Individual Clients
26
AUM
$42.7M
Pension/Profit Sharing Plan Clients
2
AUM
$7.8M
Charitable Organization Clients
4
AUM
$168K
Corporation or Business Clients
7
AUM
$825K
Other Clients
2
AUM
$86K
Description of Other Clients
TRUSTS

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
OH

HandshakeAffiliates

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

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