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Building 2PERSONAL CHOICE FINANCIAL ADVISORS, LLC

Map pinCINCINNATI, OH
Phone513-588-8080
NotebookSEC #801-40371
Total AUM
$78.2M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
4555 LAKE FOREST DRIVE
650 WESTLAKE CENTER
CINCINNATI
OH 45242-3785
United States
Operating Hours
8:00 AM - 5:00 PM
Monday - Friday
Phone
513-588-8080

ReceiptFinancials

Total AUM
$78.2M
Accounts
297
Discretionary
$68.4M
Accounts
269
Non-Discretionary
$9.9M
Accounts
28

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
OHTX

HandshakeAffiliates

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

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