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Building 2FIDUCIARY WEALTH GROUP, LLC

Map pinCENTERVILLE, OH
Phone855-560-7171
NotebookSEC #801-130550
Total AUM
$178M
Employees
3
Clients
222

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
6784 LOOP ROAD SUITE# 208
CENTERVILLE
OH 45459
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
855-560-7171
Other Offices
1

ReceiptFinancials

Total AUM
$178M
Accounts
452
Discretionary
$178M
Accounts
452
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
87
AUM
$135.6M
HNW Individual Clients
134
AUM
$41M
Pension/Profit Sharing Plan Clients
1
AUM
$1.4M

Briefcase businessServices

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Services Offered
EducationFinancial PlanningIndividual Portfolio ManagementOther ServicesPension Consulting
Other Services
SUB-ADVISORY PORTFOLIO MANAGEMENT SERVICES
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
OH

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

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