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Building 2MBIA CAPITAL ADVISORS

Map pinCINCINNATI, OH
Phone513-324-2201
NotebookSEC #801-129985
Total AUM
$290.2M
Employees
5
Clients
258

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1248 SPRINGFIELD PIKE
NA
CINCINNATI
OH 45215-2142
United States
Operating Hours
8 AM TO 5 PM
Monday - Friday
Phone
513-324-2201
Other Offices
1

ReceiptFinancials

Total AUM
$290.2M
Accounts
565
Discretionary
$290.2M
Accounts
565
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
176
AUM
$33.3M
HNW Individual Clients
81
AUM
$256.9M
Charitable Organization Clients
1
AUM
$25.3K

Briefcase businessServices

View ADV Part 2 brochures →

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

Shield checkCompliance

Disclosures

None reported

State Registrations
COFLINOHSCTX

HandshakeAffiliates

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Affiliates
Reported 6 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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