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Building 2STRUCTURED WEALTH MANAGEMENT, INC.

Map pinTOLEDO, OH
Phone419-517-1227
NotebookSEC #801-133861
Total AUM
$226.9M
Employees
4
Clients
527

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2778 CENTENNIAL ROAD
STE A
TOLEDO
OH 43617
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
419-517-1227
Other Offices
1

ReceiptFinancials

Total AUM
$226.9M
Accounts
527
Discretionary
$226.9M
Accounts
527
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
523
AUM
$226.3M
Corporation or Business Clients
4
AUM
$542K

Briefcase businessServices

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Services Offered
EducationFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Other FeeCharges Percentage AUM
Other Compensation
PLAN FEE

Shield checkCompliance

Disclosures

None reported

State Registrations
MIOHTX

HandshakeAffiliates

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

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