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Building 2SIMPLY MONEY ADVISORS

Map pinCINCINNATI, OH
Phone513-469-7500
NotebookSEC #801-49136
Total AUM
$788.2M
Employees
28
Clients
1,849

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
7890 E KEMPER ROAD, SUITE 200
CINCINNATI
OH 45249
United States
Operating Hours
8:30 A.M.-5:00 P.M.
Monday - Friday
Phone
513-469-7500
Other Offices
1

ReceiptFinancials

Total AUM
$788.2M
Accounts
1,849
Discretionary
$788.2M
Accounts
1,849
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
1,657
AUM
$491.9M
HNW Individual Clients
192
AUM
$296.3M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
EducationFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCAFLGAILINKYLAMINCOHSCTNTX

HandshakeAffiliates

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Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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