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Building 2RICHWOOD INVESTMENT ADVISORS, LLC

Map pinCINCINNATI, OH
Phone(513) 871-0123
NotebookSEC #801-121520
Total AUM
$155.1M
Employees
1
Clients
156

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
5082 WOOSTER ROAD
SUITE 100
CINCINNATI
OH 45226
United States
Operating Hours
BY APPOINTMENT ONLY
Monday - Friday
Phone
(513) 871-0123

ReceiptFinancials

Total AUM
$155.1M
Accounts
449
Discretionary
$155.1M
Accounts
449
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
85
AUM
$33.4M
HNW Individual Clients
71
AUM
$121.7M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLILKYMINYOHTXVA

HandshakeAffiliates

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

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