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Building 2WURZ FINANCIAL SERVICES, LLC

Map pinHOLLAND, OH
Phone859-291-9879
NotebookSEC #801-135149
Total AUM
$117M
Employees
6
Clients
491

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
6904 SPRING VALLEY DRIVE
SUITE 301
HOLLAND
OH 43528
United States
Operating Hours
9:00 AM - 6:00 PM
Monday - Friday
Phone
859-291-9879
Other Offices
1

ReceiptFinancials

Total AUM
$117M
Accounts
449
Discretionary
$117M
Accounts
449
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
449
AUM
$64M
HNW Individual Clients
42
AUM
$53M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUMCharges Subscription Fee

Shield checkCompliance

Disclosures

None reported

State Registrations
FLGAKYLAMIOH

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

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