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Building 2ADAPTIVE FINANCIAL CONSULTING, LLC

Map pinBEACHWOOD, OH
Phone440-359-3468
NotebookSEC #801-114947
Total AUM
$547.1M
Employees
8
Clients
261

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3401 ENTERPRISE PARKWAY
SUITE 340
BEACHWOOD
OH 44122
United States
Operating Hours
9:00AM - 5:00PM
Monday - Friday
Phone
440-359-3468
Other Offices
3

ReceiptFinancials

Total AUM
$547.1M
Accounts
572
Discretionary
$516.8M
Accounts
512
Non-Discretionary
$30.3M
Accounts
60

ContactClients

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Individual Clients
93
AUM
$48.6M
HNW Individual Clients
83
AUM
$231.4M
Pension/Profit Sharing Plan Clients
85
AUM
$267.1M

Briefcase businessServices

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Services Offered
EducationFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ALAZCAKYLAMAMOOHOKPASCTXUT

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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