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

Building 2OELSCHLAGER INVESTMENTS

Map pinAKRON, OH
Phone330-664-9920
NotebookSEC #801-117587
Total AUM
$93.3M
Employees
4
Clients
26

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
4040 EMBASSY PKWY SUITE 320
AKRON
OH 44333
United States
Operating Hours
8:30-5:00
Monday - Friday
Phone
330-664-9920

ReceiptFinancials

Total AUM
$93.3M
Accounts
26
Discretionary
$93.3M
Accounts
26
Non-Discretionary
$0
Accounts
0

ContactClients

View more in analytics →

HNW Individual Clients
24
AUM
$21.8M
Investment Company Clients
2
AUM
$71.5M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Company Portfolio ManagementIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
OH

HandshakeAffiliates

View all affiliates →

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

Feature requires an account