1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2WESTERN RESERVE CAPITAL MANAGEMENT, LLC

Map pinHUDSON, OH
Phone330-655-1543
NotebookSEC #801-135303
Total AUM
$120.2M
Employees
2
Clients
103

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
102 FIRST ST
#208
HUDSON
OH 44236
United States
Operating Hours
BY APPT. ONLY
BY APPT. ONLY
Phone
330-655-1543
Other Offices
2

ReceiptFinancials

Total AUM
$120.2M
Accounts
270
Discretionary
$120.2M
Accounts
270
Non-Discretionary
$0
Accounts
0

ContactClients

View more in analytics →

Individual Clients
60
AUM
$19.9M
HNW Individual Clients
41
AUM
$100.3M
Charitable Organization Clients
1
AUM
$21K
Corporation or Business Clients
1
AUM
$8.9K

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
OH

HandshakeAffiliates

View all affiliates →

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

Feature requires an account