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Building 2GUDORF FINANCIAL GROUP, LLC

Map pinDAYTON, OH
Phone(937) 898-5430
NotebookSEC #801-135186
Total AUM
$121.1M
Employees
4
Clients
104

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
8145 NORTH MAIN STREET
DAYTON
OH 45415
United States
Operating Hours
8:00 AM - 5:00 PM
Monday - Friday
Phone
(937) 898-5430

ReceiptFinancials

Total AUM
$121.1M
Accounts
242
Discretionary
$120.9M
Accounts
231
Non-Discretionary
$210.8K
Accounts
11

ContactClients

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Individual Clients
65
AUM
$21.8M
HNW Individual Clients
38
AUM
$97.7M
Pension/Profit Sharing Plan Clients
1
AUM
$1.6M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
OHTX

HandshakeAffiliates

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

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