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Building 2DANISON & ASSOCIATES INC

Map pinCOLUMBUS, OH
Phone614-487-6040
NotebookSEC #801-42489
Total AUM
$403.2M
Employees
3
Clients
99

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2152 TREMONT CENTER
COLUMBUS
OH 43221
United States
Operating Hours
8:30 A.M. - 5:00
Monday - Friday
Phone
614-487-6040

ReceiptFinancials

Total AUM
$403.2M
Accounts
169
Discretionary
$47.9M
Accounts
121
Non-Discretionary
$355.3M
Accounts
48

ContactClients

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Individual Clients
81
AUM
$18.1M
HNW Individual Clients
13
AUM
$23.6M
Pension/Profit Sharing Plan Clients
5
AUM
$361.5M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
OH

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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