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Building 2CANOPY PARTNERS

Map pinCINCINNATI, OH
Phone513-766-3770
NotebookSEC #801-127366
Total AUM
$869M
Employees
7
Clients
8

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3825 EDWARDS ROAD
SUITE 420
CINCINNATI
OH 45209
United States
Operating Hours
9AM-5PM
Monday - Friday
Phone
513-766-3770

ReceiptFinancials

Total AUM
$869M
Accounts
412
Discretionary
$836.3M
Accounts
401
Non-Discretionary
$32.7M
Accounts
11

ContactClients

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HNW Individual Clients
8
AUM
$869M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
OH

HandshakeAffiliates

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

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