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Building 2KIPLINGER WEALTH ADVISORS

Map pinSPRINGBORO, OH
Phone937-886-1442
NotebookSEC #801-129277
Total AUM
$261.7M
Employees
5
Clients
434

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
24 REMICK BLVD
SPRINGBORO
OH 45066-9557
United States
Operating Hours
8:30 AM - 5:00 PM
Monday - Friday
Phone
937-886-1442
Other Offices
2

ReceiptFinancials

Total AUM
$261.7M
Accounts
1,103
Discretionary
$261.7M
Accounts
1,103
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
373
AUM
$129.9M
HNW Individual Clients
61
AUM
$131.7M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges CommissionCharges Fixed FeeCharges Other FeeCharges Percentage AUM
Other Compensation
SOLICITOR/REFERRAL FEES

Shield checkCompliance

Disclosures

None reported

State Registrations
FLINKYMDNCOHSCTNTX

HandshakeAffiliates

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

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