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Building 2STRATEGIC RESOURCES PLANNING

Map pinTOLEDO, OH
Phone419-882-6400
NotebookSEC #801-48716
Total AUM
$28.8M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
5942 RENAISSANCE PLACE
SUITE A
TOLEDO
OH 43623
USA
Operating Hours
8:30 A.M. - 5:00 P.M
Monday - Friday
Phone
419-882-6400

ReceiptFinancials

Total AUM
$28.8M
Accounts
240
Discretionary
$28.8M
Accounts
240
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 Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations

None reported

HandshakeAffiliates

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Affiliates
Reported 5 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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