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Building 2ARG PRIVATE WEALTH, LLC

Map pinCINCINNATI, OH
Phone513-488-1600
NotebookSEC #801-136365
Total AUM
$280M
Employees
2
Clients
66

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3825 EDWARDS ROAD
STE 650
CINCINNATI
OH 45209
United States
Operating Hours
9-5
Monday - Friday
Phone
513-488-1600

ReceiptFinancials

Total AUM
$280M
Accounts
530
Discretionary
$280M
Accounts
530
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
2
AUM
$1.1M
HNW Individual Clients
61
AUM
$271.6M
Pension/Profit Sharing Plan Clients
2
AUM
$3.6M
Corporation or Business Clients
1
AUM
$3.6M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations

None reported

HandshakeAffiliates

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

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