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Building 2FINANCIAL ROUNDS

Map pinCINCINNATI, OH
Phone513-588-8080
NotebookSEC #801-121351
Total AUM
$211.3M
Employees
8
Clients
188

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
4555 LAKE FOREST DRIVE
STE 650
CINCINNATI
OH 45242-3785
United States
Operating Hours
8:00 AM - 5:00 PM
Monday - Friday
Phone
513-588-8080

ReceiptFinancials

Total AUM
$211.3M
Accounts
610
Discretionary
$206.1M
Accounts
607
Non-Discretionary
$5.2M
Accounts
3

ContactClients

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Individual Clients
131
AUM
$53.5M
HNW Individual Clients
57
AUM
$157.8M

Briefcase businessServices

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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
FLKYMANHOHTX

HandshakeAffiliates

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

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