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Building 2BRILLIANT ADVICE, LLC

Map pinCINCINNATI, OH
Phone513-703-2100
NotebookSEC #801-126241
Total AUM
$83.3M
Employees
2
Clients
61

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
8044 MONTGOMERY ROAD
SUITE 260
CINCINNATI
OH 45236
United States
Operating Hours
8:30 A.M. TO 5:00 P.M.
Monday - Friday
Phone
513-703-2100
Other Offices
1

ReceiptFinancials

Total AUM
$83.3M
Accounts
322
Discretionary
$82.6M
Accounts
311
Non-Discretionary
$646.5K
Accounts
11

ContactClients

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Individual Clients
28
AUM
$9M
HNW Individual Clients
31
AUM
$65.8M
Charitable Organization Clients
2
AUM
$8.4M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLOH

HandshakeAffiliates

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

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