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Building 2MCCARLEY & COOK FINANCIAL PLANNERS

Map pinCINCINNATI, OH
Phone513-792-9990
NotebookSEC #801-125903
Total AUM
$169.1M
Employees
2
Clients
169

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
6910 MIAMI AVE.
CINCINNATI
OH 45243
United States
Operating Hours
APPT ONLY
Monday - Friday
Phone
513-792-9990

ReceiptFinancials

Total AUM
$169.1M
Accounts
560
Discretionary
$169.1M
Accounts
560
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
118
AUM
$40.1M
HNW Individual Clients
50
AUM
$127M
Pension/Profit Sharing Plan Clients
1
AUM
$2M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLKYOHTX

HandshakeAffiliates

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

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