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Building 2ASSET ADVISORY GROUP INC

Map pinCINCINNATI, OH
Phone513-771-7222
NotebookSEC #801-55031
Total AUM
$399.2M
Employees
8
Clients
270

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
9200 MONTGOMERY ROAD
CINCINNATI
OH 45242
United States
Operating Hours
8:30AM TO 5:30PM
Monday - Friday
Phone
513-771-7222

ReceiptFinancials

Total AUM
$399.2M
Accounts
886
Discretionary
$378.3M
Accounts
689
Non-Discretionary
$20.9M
Accounts
197

ContactClients

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Individual Clients
125
AUM
$34.1M
HNW Individual Clients
143
AUM
$358.3M
Pension/Profit Sharing Plan Clients
2
AUM
$6.8M

Briefcase businessServices

View ADV Part 2 brochures →

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

Shield checkCompliance

Disclosures

None reported

State Registrations
FLINKYNCOHTX

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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