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Building 2BRILLIANT ADVICE, LLC

Map pinCINCINNATI, OH
Phone513-703-2100
NotebookSEC #801-131585
Total AUM
$569.5M
Employees
2
Clients
144

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
8044 MONTGOMERY ROAD
SUITE 700
CINCINNATI
OH 45236
United States
Operating Hours
8:30 A.M. TO 5:00 P.M.
Monday - Friday
Phone
513-703-2100
Other Offices
1

ReceiptFinancials

Total AUM
$569.5M
Accounts
569
Discretionary
$568.2M
Accounts
553
Non-Discretionary
$1.3M
Accounts
16

ContactClients

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Individual Clients
29
AUM
$9.8M
HNW Individual Clients
113
AUM
$545.8M
Charitable Organization Clients
2
AUM
$13.9M

Briefcase businessServices

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

Shield checkCompliance

Disclosures
Other Regulator Violation Finding
State Registrations
CAFLNHOHPATX

HandshakeAffiliates

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

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