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Building 2LECLAIR WEALTH PARTNERS

Map pinDUBLIN, OH
Phone888-277-5704
NotebookSEC #801-131227
Total AUM
$363M
Employees
4
Clients
153

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
6515 LONGSHORE LOOP
SUITE 100
DUBLIN
OH 43017
United States
Operating Hours
9:00 TO 4:30
Monday - Friday
Phone
888-277-5704
Other Offices
1

ReceiptFinancials

Total AUM
$363M
Accounts
559
Discretionary
$363M
Accounts
559
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
72
AUM
$23.3M
HNW Individual Clients
80
AUM
$339.5M
Corporation or Business Clients
1
AUM
$209.4K

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
FLMINYOHTX

HandshakeAffiliates

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

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