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Building 2DAWSON WEALTH MANAGEMENT

Map pinCLEVELAND, OH
Phone440-333-9000
NotebookSEC #801-41453
Total AUM
$109M
Employees
31
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1340 DEPOT ST
CLEVELAND
OH 44116
United States
Operating Hours
8:30AM-5:00PM
Monday - Friday
Phone
440-333-9000

ReceiptFinancials

Total AUM
$109M
Accounts
450
Discretionary
$109M
Accounts
450
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLOH

HandshakeAffiliates

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

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