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Building 2MIAMI VALLEY PORTFOLIO MANAGEMENT INC

Map pinBROOKVILLE, OH
Phone937-833-4043
NotebookSEC #801-121421
Total AUM
$218.6M
Employees
5
Clients
738

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
475 ARLINGTON ROAD
BROOKVILLE
OH 45309
United States
Operating Hours
8:30 A.M. - 5:00 P.M.
Monday - Friday
Phone
937-833-4043
Other Offices
2

ReceiptFinancials

Total AUM
$218.6M
Accounts
1,141
Discretionary
$215.4M
Accounts
1,138
Non-Discretionary
$3.2M
Accounts
3

ContactClients

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Individual Clients
641
AUM
$114.3M
HNW Individual Clients
91
AUM
$79.5M
Pension/Profit Sharing Plan Clients
4
AUM
$6.4M
Charitable Organization Clients
1
AUM
$17.2M
Corporation or Business Clients
1
AUM
$1.2M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges CommissionCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLOHTX

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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