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Building 2MIDWEST CONTINENTAL COMPANY

Map pinPERRYSBURG, OH
Phone419-874-9300
NotebookSEC #801-29806
Total AUM
$72.2M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
885 COMMERCE DRIVE
SUITE A
PERRYSBURG
OH 43551
USA
Operating Hours
8:00 A.M. TO 5:00 P.M.
Monday - Friday
Phone
419-874-9300

ReceiptFinancials

Total AUM
$72.2M
Accounts
140
Discretionary
$39.8M
Accounts
64
Non-Discretionary
$32.5M
Accounts
76

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension ConsultingPooled Vehicle Portfolio Management
Compensation Types
Charges CommissionCharges Hourly FeeCharges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
CAOH

HandshakeAffiliates

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

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