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Building 2ROSS WEALTH ADVISORS, LLC

Map pinCOLUMBUS, OH
Phone614-545-0277
NotebookSEC #801-136561
Total AUM
$139.7M
Employees
4
Clients
274

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1093 FISHINGER ROAD
COLUMBUS
OH 43221
United States
Operating Hours
09:00 AM - 05:00 PM
Monday - Friday
Phone
614-545-0277

ReceiptFinancials

Total AUM
$139.7M
Accounts
594
Discretionary
$139.7M
Accounts
594
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
244
AUM
$92.4M
HNW Individual Clients
26
AUM
$46.2M
Pension/Profit Sharing Plan Clients
4
AUM
$1.1M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLOH

HandshakeAffiliates

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

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