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Building 2SCHEAR INVESTMENT ADVISERS, LLC

Map pinCINCINNATI, OH
Phone513-984-5700
NotebookSEC #801-124976
Total AUM
$268.8M
Employees
3
Clients
92

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
9987 CARVER ROAD
SUITE 120
CINCINNATI
OH 45242
United States
Operating Hours
8:30 AM-5:30 PM
Monday - Friday
Phone
513-984-5700

ReceiptFinancials

Total AUM
$268.8M
Accounts
193
Discretionary
$268.8M
Accounts
193
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
39
AUM
$7.8M
HNW Individual Clients
38
AUM
$216.8M
Investment Company Clients
1
AUM
$12.2M
Pension/Profit Sharing Plan Clients
6
AUM
$12.6M
Charitable Organization Clients
3
AUM
$7.8M
Corporation or Business Clients
5
AUM
$11.5M

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ILKYOH

HandshakeAffiliates

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

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