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Building 2BENCHMARK WEALTH MANAGEMENT

Map pinCINCINNATI, OH
Phone513-328-0272
NotebookSEC #801-130610
Total AUM
$179M
Employees
6
Clients
77

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
308 E 8TH STREET
SUITE 300
CINCINNATI
OH 45202
United States
Operating Hours
8:30-5:00
Monday - Friday
Phone
513-328-0272

ReceiptFinancials

Total AUM
$179M
Accounts
286
Discretionary
$178.2M
Accounts
279
Non-Discretionary
$874.7K
Accounts
7

ContactClients

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Individual Clients
39
AUM
$10.6M
HNW Individual Clients
37
AUM
$167.4M
Corporation or Business Clients
1
AUM
$1M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementOther Services
Other Services
BUSINESS CONSULTING
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLOH

HandshakeAffiliates

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

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