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Building 2M3 WEALTH MANAGEMENT

Map pinNORTH ROYALTON, OH
Phone440-652-6370
NotebookSEC #801-132477
Total AUM
$160.2M
Employees
3
Clients
486

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
17601 W. 130TH STREET
SUITE 1
NORTH ROYALTON
OH 44133
United States
Operating Hours
9:00 TO 5:00
Monday - Friday
Phone
440-652-6370

ReceiptFinancials

Total AUM
$160.2M
Accounts
858
Discretionary
$160.2M
Accounts
858
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
426
AUM
$70.2M
HNW Individual Clients
60
AUM
$90M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
FLNCOHSCTX

HandshakeAffiliates

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

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