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Building 2KAUFMAN & CO FINANCIAL PLANNING INC

Map pinCLEVELAND, OH
Phone216-830-1111
NotebookSEC #801-22114
Total AUM
$30M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
200 PUBLIC SQUARE
SUITE 2500
CLEVELAND
OH 44114
USA
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
216-830-1111

ReceiptFinancials

Total AUM
$30M
Accounts
300
Discretionary
$0
Accounts
0
Non-Discretionary
$30M
Accounts
300

ContactClients

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None reported

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementMarket TimingPension Consulting
Compensation Types
Charges CommissionCharges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
OH

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

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