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Building 2THOR WEALTH MANAGEMENT INC

Map pinCINCINNATI, OH
Phone513-271-6777
NotebookSEC #801-40745
Total AUM
$678.7M
Employees
15
Clients
495

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
7346 BEECHMONT AVE.
CINCINNATI
OH 45230
United States
Operating Hours
8:30 A.M TO 5:00 P.M.
Monday - Friday
Phone
513-271-6777
Other Offices
1

ReceiptFinancials

Total AUM
$678.7M
Accounts
1,691
Discretionary
$678.7M
Accounts
1,691
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
304
AUM
$144.1M
HNW Individual Clients
175
AUM
$504.4M
Pension/Profit Sharing Plan Clients
14
AUM
$27.5M
Charitable Organization Clients
1
AUM
$1.1M
Corporation or Business Clients
1
AUM
$1.6M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther Services
Other Services
TAX PLANNING, RETIREMENT PLANNING, ESTATE PLANNING, TAX RETURN PREPARATION
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACOFLILINKYMINCOHTNTX

HandshakeAffiliates

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

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