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Building 2AGDEAVOR INVESTMENTS

Map pinWORTHINGTON, OH
Phone(614) 516-0792
NotebookSEC #801-132567
Total AUM
$24.8M
Employees
4
Clients
69

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 AM TO 5:00 PM
Monday - Friday
Phone
(614) 516-0792

ReceiptFinancials

Total AUM
$24.8M
Accounts
159
Discretionary
$24.8M
Accounts
159
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
62
AUM
$9.5M
HNW Individual Clients
7
AUM
$15.3M

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
OH

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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