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Building 2SHOKER INVESTMENTS

Map pin
Phone513-524-1776
NotebookSEC #801-37179
Total AUM
$510.8M
Employees
6
Clients
196

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
8 AM TO 4:30 PM
Monday - Friday
Phone
513-524-1776

ReceiptFinancials

Total AUM
$510.8M
Accounts
195
Discretionary
$510.8M
Accounts
195
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
87
AUM
$30M
HNW Individual Clients
105
AUM
$471.8M
Pension/Profit Sharing Plan Clients
1
AUM
$0
Charitable Organization Clients
1
AUM
$4.2M
Government Entity Clients
1
AUM
$4.4M
Corporation or Business Clients
1
AUM
$344.9K

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementPublications
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLINKYOHTX

HandshakeAffiliates

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

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