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Building 2PARKER CARLSON & JOHNSON

Map pinDAYTON, OH
Phone937-223-0600
NotebookSEC #801-17956
Total AUM
$288M
Employees
8
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
7812 MCEWEN ROAD
SUITE 400
DAYTON
OH 45459
United States
Operating Hours
8:30 AM - 5:00 PM
Monday - Friday
Phone
937-223-0600

ReceiptFinancials

Total AUM
$288M
Accounts
333
Discretionary
$247M
Accounts
325
Non-Discretionary
$41M
Accounts
8

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPublications
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
LUMP SUM ADVISER'S FEE

Shield checkCompliance

Disclosures

None reported

State Registrations
FLKYLANCOHTX

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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