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Building 2TEMPO WEALTH

Map pinINDEPENDENCE, OH
Phone440-568-3676
NotebookSEC #801-132895
Total AUM
$804.3M
Employees
12
Clients
853

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
6133 ROCKSIDE ROAD, BUILDING II
SUITE 400
INDEPENDENCE
OH 44131
United States
Operating Hours
BY APPOINTMENT ONLY
Monday - Friday
Phone
440-568-3676

ReceiptFinancials

Total AUM
$804.3M
Accounts
853
Discretionary
$804.3M
Accounts
853
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
334
AUM
$131.9M
HNW Individual Clients
519
AUM
$672.3M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACOCTDCFLGAILINKYLAMDMIMSNCNENYOHPASCTNTXVAWA

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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