1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2HCM WEALTH ADVISORS

Map pinCINCINNATI, OH
Phone513-598-5120
NotebookSEC #801-37821
Total AUM
$1.2B
Employees
11
Clients
853

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
6116 HARRISON AVE
CINCINNATI
OH 45247-7833
United States
Operating Hours
9:00AM - 5:00PM
Monday - Friday
Phone
513-598-5120
Other Offices
1

ReceiptFinancials

Total AUM
$1.2B
Accounts
2,964
Discretionary
$1.2B
Accounts
2,964
Non-Discretionary
$0
Accounts
0

ContactClients

View more in analytics →

Individual Clients
516
AUM
$188M
HNW Individual Clients
334
AUM
$926.2M
Pension/Profit Sharing Plan Clients
1
AUM
$304.9K
Charitable Organization Clients
1
AUM
$16.7M
Corporation or Business Clients
1
AUM
$99.4M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementPublications
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLILINKYLANCNYOHPASCTX

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account