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Building 2WEALTH PLANNING CORP

Map pinCINCINNATI, OH
Phone513-733-1750
NotebookSEC #801-18378
Total AUM
$518.2M
Employees
10
Clients
454

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

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HotelBusiness

Principal Address
8370 E. KEMPER ROAD
CINCINNATI
OH 45249
United States
Operating Hours
M-TH 8.5-5PM F8.5-3PM
Monday - Friday
Phone
513-733-1750

ReceiptFinancials

Total AUM
$518.2M
Accounts
454
Discretionary
$499.7M
Accounts
452
Non-Discretionary
$18.5M
Accounts
2

ContactClients

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Individual Clients
433
AUM
$392.8M
HNW Individual Clients
15
AUM
$92.1M
Charitable Organization Clients
6
AUM
$33.2M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
FLGAILINKYNCOHOKTNTXWA

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

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