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Building 2NATIONAL RETIREMENT CONSULTANTS INC

Map pinHAMILTON, OH
Phone513-863-4015
NotebookSEC #801-54046
Total AUM
$176.4M
Employees
4
Clients
509

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
223 ROSS AVENUE
HAMILTON
OH 45013
United States
Operating Hours
8:30 A.M. - 4:30 P.M.
Monday - Friday
Phone
513-863-4015

ReceiptFinancials

Total AUM
$176.4M
Accounts
512
Discretionary
$176.4M
Accounts
512
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
317
AUM
$41.8M
HNW Individual Clients
191
AUM
$128.2M
Government Entity Clients
1
AUM
$6.4M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges CommissionCharges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLINKYMIOHTX

HandshakeAffiliates

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

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