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Building 2RITTER DANIHER FINANCIAL ADVISORY LLC

Map pinCINCINNATI, OH
Phone513.233.0715
NotebookSEC #801-61633
Total AUM
$493M
Employees
10
Clients
384

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
7661 BEECHMONT AVENUE
SUITE 200
CINCINNATI
OH 45255
United States
Operating Hours
8:00 AM - 5:00 PM
Monday - Friday
Phone
513.233.0715

ReceiptFinancials

Total AUM
$493M
Accounts
1,176
Discretionary
$493M
Accounts
1,176
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
267
AUM
$134.4M
HNW Individual Clients
112
AUM
$354.1M
Pension/Profit Sharing Plan Clients
3
AUM
$1.7M
Charitable Organization Clients
2
AUM
$2.9M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementOther Services
Other Services
CONSULTING
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLILINKYMINCNYOHTNTX

HandshakeAffiliates

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Affiliates
Reported 21 business affiliates.
Claimed Affiliates
Reported as an affiliate by 7 other businesses.

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