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Building 2HARDING FINANCIAL GROUP

Map pinWESTERVILLE, OH
Phone614-515-4722
NotebookSEC #801-131870
Total AUM
$160.2M
Employees
5
Clients
97

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
608 OFFICE PARKWAY SUITE A
WESTERVILLE
OH 43082
United States
Operating Hours
9AM - 5PM
Monday - Friday
Phone
614-515-4722

ReceiptFinancials

Total AUM
$160.2M
Accounts
437
Discretionary
$160.2M
Accounts
437
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
49
AUM
$25.7M
HNW Individual Clients
44
AUM
$128.5M
Corporation or Business Clients
4
AUM
$6.1M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLOHTNTX

HandshakeAffiliates

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

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