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Building 2JOHN D. DOVICH & ASSOCIATES, LLC

Map pinCINCINNATI, OH
Phone513-579-9400
NotebookSEC #801-62184
Total AUM
$546M
Employees
13
Clients
502

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
625 EDEN PARK DRIVE
SUITE 310
CINCINNATI
OH 45202
United States
Operating Hours
8:30 AM - 5:30 PM
Monday - Friday
Phone
513-579-9400

ReceiptFinancials

Total AUM
$546M
Accounts
2,116
Discretionary
$465.8M
Accounts
1,568
Non-Discretionary
$80.2M
Accounts
548

ContactClients

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Individual Clients
395
AUM
$209.8M
HNW Individual Clients
66
AUM
$269.7M
Pooled Vehicle Clients
2
AUM
$15.1M
Pension/Profit Sharing Plan Clients
39
AUM
$51.4M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
COFLILINKYMIMNOHTXVA

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

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