INVESTABLE
Total AUM
$490.1K
Employees
4Clients
80Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Monday - Friday
Phone
937-369-9275
Financials
Total AUM
$490.1K
Accounts
80Discretionary
$490.1K
Accounts
80Non-Discretionary
$0
Accounts
0
Clients
Individual Clients
80AUM
$490.1K
Services
Services Offered
Individual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
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Affiliates
Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.