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Building 2RENAISSANCE INVESTMENT MANAGEMENT

Map pinCOVINGTON, KY
Phone513-723-4500
NotebookSEC #801-50177
Total AUM
$2.9B
Employees
19
Clients
1,983

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
50 E. RIVERCENTER BLVD.
SUITE 1200
COVINGTON
KY 41011
United States
Operating Hours
9:00 AM TO 5:00 PM
Monday - Friday
Phone
513-723-4500

ReceiptFinancials

Total AUM
$2.9B
Accounts
2,085
Discretionary
$2.9B
Accounts
2,085
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
184
AUM
$94.1M
HNW Individual Clients
30
AUM
$170.8M
Banking Clients
111
AUM
$42.2M
Investment Company Clients
2
AUM
$165M
Pension/Profit Sharing Plan Clients
1
AUM
$27.1M
Charitable Organization Clients
4
AUM
$49.5M
Government Entity Clients
7
AUM
$80.4M
Corporation or Business Clients
3
AUM
$109.6M
Other Clients
1,641
AUM
$2.2B
Description of Other Clients
WRAP/SMA AND DISCRETIONARY UMA PROGRAMS

Briefcase businessServices

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Services Offered
Company Portfolio ManagementIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVIVTWAWIWV

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 3 other businesses.

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