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Building 2BULLSEYE INVESTMENT MANAGEMENT, LLC

Map pinCINCINNCIATI, OH
Phone513-774-3325
NotebookSEC #801-121159
Total AUM
$226M
Employees
6
Clients
1,122

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
4100 EXECUTIVE PARK DRIVE
SUITE 210
CINCINNCIATI
OH 45241
United States
Operating Hours
10:00 AM - 5:00 PM
Monday - Friday
Phone
513-774-3325
Other Offices
7

ReceiptFinancials

Total AUM
$226M
Accounts
1,717
Discretionary
$223.2M
Accounts
1,716
Non-Discretionary
$2.8M
Accounts
1

ContactClients

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Individual Clients
1,065
AUM
$135.2M
HNW Individual Clients
55
AUM
$84.1M
Pension/Profit Sharing Plan Clients
1
AUM
$6.5M
Charitable Organization Clients
1
AUM
$190.1K

Briefcase businessServices

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Services Offered
Individual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures
Other Regulator Violation Finding
State Registrations
FLINKYOHPATNTXVAWV

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

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