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Building 2BELL CITY WEALTH, INC.

Map pinHILLSBORO, OH
Phone937-393-3154
NotebookSEC #801-128174
Total AUM
$163.3M
Employees
2
Clients
347

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
112 N. HIGH STREET
HILLSBORO
OH 45133
United States
Operating Hours
9:00 AM - 4:00 PM
Monday - Friday
Phone
937-393-3154

ReceiptFinancials

Total AUM
$163.3M
Accounts
789
Discretionary
$163.3M
Accounts
789
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
304
AUM
$65.3M
HNW Individual Clients
33
AUM
$82M
Pension/Profit Sharing Plan Clients
1
AUM
$6M
Corporation or Business Clients
9
AUM
$9.9M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension ConsultingPublications
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLINKYMOOHTX

HandshakeAffiliates

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

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