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Building 2BALANCE WEALTH

Map pinWORTHINGTON, OH
Phone(800) 551-7787
NotebookSEC #801-131997
Total AUM
$386.7M
Employees
12
Clients
553

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
5701 NORTH HIGH STREET
SUITE 100
WORTHINGTON
OH 43085
United States
Operating Hours
9:00 A.M. TO 4:00 P.M.
Monday - Friday
Phone
(800) 551-7787
Other Offices
8

ReceiptFinancials

Total AUM
$386.7M
Accounts
2,236
Discretionary
$386.7M
Accounts
2,236
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
451
AUM
$145.9M
HNW Individual Clients
102
AUM
$240.7M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOFLINMDMINCNENHNYOHPASCTNTXVA

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 2 other businesses.

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