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OWNERSHIP ADVISORS, INC.
CLEVELAND, OH
440-526-2525
SEC #801-55910Total AUM
$4.2M
Employees
3Clients
0Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
9150 SOUTH HILLS BOULEVARD, SUITE 330
CLEVELAND
OH 44147
USA
CLEVELAND
OH 44147
USA
Operating Hours
8:30 AM - 5:00 P.M.
Monday - Friday
Monday - Friday
Phone
440-526-2525
Financials
Total AUM
$4.2M
Accounts
19Discretionary
$3.1M
Accounts
17Non-Discretionary
$1.2M
Accounts
2
Clients
None reported
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges CommissionCharges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
None reported
Affiliates
Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.