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Building 210TH MOUNTAIN, LLC

Map pin
Phone614-893-8715
NotebookSEC #801-117380
Total AUM
$480.3M
Employees
2
Clients
5

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
614-893-8715

ReceiptFinancials

Total AUM
$480.3M
Accounts
14
Discretionary
$480.3M
Accounts
14
Non-Discretionary
$0
Accounts
0

ContactClients

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HNW Individual Clients
4
AUM
$88.2M
Charitable Organization Clients
1
AUM
$392.1M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed 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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