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Building 2WEALTH DIMENSIONS GROUP, LTD.

Map pinCINCINNATI, OH
Phone513-554-6000
NotebookSEC #801-37668
Total AUM
$1.2B
Employees
21
Clients
769

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
7870 E KEMPER ROAD
SUITE 210
CINCINNATI
OH 45249
United States
Operating Hours
8:00 A.M.-5:00 P.M.
Monday - Friday
Phone
513-554-6000

ReceiptFinancials

Total AUM
$1.2B
Accounts
2,656
Discretionary
$1.2B
Accounts
2,642
Non-Discretionary
$13.9M
Accounts
14

ContactClients

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Individual Clients
330
AUM
$79.5M
HNW Individual Clients
374
AUM
$1B
Pension/Profit Sharing Plan Clients
33
AUM
$79.6M
Charitable Organization Clients
12
AUM
$34.9M
Corporation or Business Clients
20
AUM
$19M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPension Consulting
Other Services
TAX AND BUSINESS CONSULTING SERVICES
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACOFLINKYMINCNYOHTNTX

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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