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Building 2FINISH WELL RIA LLC

Map pinCOLUMBUS, OH
Phone(833) 397-3847
NotebookSEC #801-136477
Total AUM
$109M
Employees
2
Clients
310

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1 E CAMPUS VIEW BLVD
STE 250
COLUMBUS
OH 43235
United States
Operating Hours
9:00 A.M. - 6:00 P.M.
Monday - Friday
Phone
(833) 397-3847

ReceiptFinancials

Total AUM
$109M
Accounts
785
Discretionary
$109M
Accounts
785
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
285
AUM
$55M
HNW Individual Clients
25
AUM
$54M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed Fee

Shield checkCompliance

Disclosures

None reported

State Registrations
FLMSOHTX

HandshakeAffiliates

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

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