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

Building 2JERICHO FINANCIAL

Map pinWESTERVILLE, OH
Phone(614) 948-0039
NotebookSEC #801-120540
Total AUM
$220M
Employees
3
Clients
396

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
38-A COMMERCE PARK DRIVE
WESTERVILLE
OH 43082
United States
Operating Hours
8:30 AM-5:30 PM
Monday - Friday
Phone
(614) 948-0039

ReceiptFinancials

Total AUM
$220M
Accounts
979
Discretionary
$220M
Accounts
979
Non-Discretionary
$0
Accounts
0

ContactClients

View more in analytics →

Individual Clients
361
AUM
$117.3M
HNW Individual Clients
29
AUM
$80.7M
Pension/Profit Sharing Plan Clients
6
AUM
$22.1M

Briefcase businessServices

View ADV Part 2 brochures →

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

Shield checkCompliance

Disclosures

None reported

State Registrations
FLNHOHPASCTNTX

HandshakeAffiliates

View all affiliates →

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

Feature requires an account