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Building 2INNIS INVESTMENTS

Map pin
Phone513-232-2913
NotebookSEC #801-21037
Total AUM
$173.3M
Employees
2
Clients
237

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
8:00AM TO 4:00PM
Monday - Friday
Phone
513-232-2913

ReceiptFinancials

Total AUM
$173.3M
Accounts
237
Discretionary
$173.3M
Accounts
237
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
237
AUM
$173.3M

Briefcase businessServices

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Services Offered
Individual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
KYOH

HandshakeAffiliates

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

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