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Building 2DAYMARK WEALTH PARTNERS, LLC

Map pinCINCINNATI, OH
Phone513-838-2520
NotebookSEC #801-124936
Total AUM
$5B
Employees
40
Clients
2,107

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
9675 MONTGOMERY ROAD
STE 201
CINCINNATI
OH 45242
United States
Operating Hours
9-5
Monday - Friday
Phone
513-838-2520
Other Offices
9

ReceiptFinancials

Total AUM
$5B
Accounts
7,405
Discretionary
$5B
Accounts
7,405
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
1,147
AUM
$654M
HNW Individual Clients
913
AUM
$4.1B
Pension/Profit Sharing Plan Clients
5
AUM
$10.4M
Charitable Organization Clients
20
AUM
$216.8M
Corporation or Business Clients
22
AUM
$43.6M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOCTFLGAILINKYLAMAMDMIMNNCNENHNJNYOHPASCTNTXUTVAWAWI

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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