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Building 2SUTLIFF FINANCIAL PLANNING, INC.

Map pinGRANVILLE, OH
Phone740-587-4270
NotebookSEC #801-58157
Total AUM
$58.1M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
136-B SOUTH MAIN STREET
GRANVILLE
OH 43023
USA
Operating Hours
9-5
Monday - Friday
Phone
740-587-4270

ReceiptFinancials

Total AUM
$58.1M
Accounts
51
Discretionary
$0
Accounts
0
Non-Discretionary
$58.1M
Accounts
51

ContactClients

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None reported

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
OH

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

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