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Building 2THE RETIREMENT CORPORATION OF AMERICA

Map pinCINCINNATI, OH
Phone513-769-4040
NotebookSEC #801-26109
Total AUM
$632.1M
Employees
7
Clients
847

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
10300 ALLIANCE ROAD
SUITE 100
CINCINNATI
OH 45242-4770
United States
Operating Hours
8:15 AM TO 5:15 PM
Monday - Friday
Phone
513-769-4040
Other Offices
1

ReceiptFinancials

Total AUM
$632.1M
Accounts
1,950
Discretionary
$609.3M
Accounts
1,872
Non-Discretionary
$22.7M
Accounts
78

ContactClients

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Individual Clients
652
AUM
$213.6M
HNW Individual Clients
194
AUM
$416.7M
Charitable Organization Clients
1
AUM
$1.7M

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures
Other Regulator Violation FindingSEC/CFTC Order EntrySEC/CFTC Penalty/Cease-and-DesistSEC/CFTC Violation Finding
State Registrations
AZCAFLGAILINKYMAMDMONCNJNYOHPASCTNTXUTVAWA

HandshakeAffiliates

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Affiliates
Reported 10 business affiliates.
Claimed Affiliates
Reported as an affiliate by 4 other businesses.

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