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Building 2PEERLESS WEALTH

Map pinCOLUMBUS, OH
Phone614-824-2824
NotebookSEC #801-129909
Total AUM
$148.7M
Employees
3
Clients
220

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1 E. CAMPUS VIEW BLVD., SUITE 210
COLUMBUS
OH 43235
United States
Operating Hours
9AM - 5PM
Monday - Friday
Phone
614-824-2824

ReceiptFinancials

Total AUM
$148.7M
Accounts
421
Discretionary
$148.7M
Accounts
421
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
140
AUM
$33.3M
HNW Individual Clients
79
AUM
$88.9M
Investment Company Clients
1
AUM
$26.5M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionCompany Portfolio ManagementFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLOHTX

HandshakeAffiliates

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

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