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Building 2BARNES DENNIG PRIVATE WEALTH MANAGEMENT, LLC

Map pinCINCINNATI, OH
Phone(513) 241-8313
NotebookSEC #801-130851
Total AUM
$188.2M
Employees
7
Clients
198

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
150 EAST 4TH STREET
THIRD FLOOR
CINCINNATI
OH 45202
United States
Operating Hours
8 AM - 5 PM
Monday - Friday
Phone
(513) 241-8313
Other Offices
3

ReceiptFinancials

Total AUM
$188.2M
Accounts
419
Discretionary
$183.3M
Accounts
383
Non-Discretionary
$4.9M
Accounts
36

ContactClients

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Individual Clients
185
AUM
$119.9M
HNW Individual Clients
6
AUM
$63.7M
Corporation or Business Clients
7
AUM
$4.6M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACOFLGAINKYNCNYOHPASCTXWA

HandshakeAffiliates

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Affiliates
Reported 5 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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