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Building 2365 WEALTH MANAGEMENT GROUP

Map pinMASON, OH
Phone513-880-0002
NotebookSEC #801-126521
Total AUM
$186.6M
Employees
8
Clients
560

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
5770 GATEWAY BLVD
SUITE 102
MASON
OH 45040
United States
Operating Hours
9:00 - 5:00
Monday - Friday
Phone
513-880-0002
Other Offices
1

ReceiptFinancials

Total AUM
$186.6M
Accounts
1,285
Discretionary
$185.4M
Accounts
1,283
Non-Discretionary
$1.2M
Accounts
2

ContactClients

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Individual Clients
488
AUM
$82.2M
HNW Individual Clients
70
AUM
$103.2M
Pension/Profit Sharing Plan Clients
2
AUM
$1.2M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension ConsultingPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
FLINKYOHSCVA

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

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