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Building 2ADVISORTRADZ

Map pinWHITEHOUSE, OH
Phone419-482-4500
NotebookSEC #801-62386
Total AUM
$363.2M
Employees
31
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
10200 WATERVILLE ST.
WHITEHOUSE
OH 43571
USA
Operating Hours
8-5
Monday - Friday
Phone
419-482-4500

ReceiptFinancials

Total AUM
$363.2M
Accounts
889
Discretionary
$0
Accounts
0
Non-Discretionary
$363.2M
Accounts
889

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges CommissionCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures
SRO Rule Violation
State Registrations
ALAZCACODEFLGAIAIDILINKSLAMDMIMNMSNCNVNYOHOKPASCTNTXUTVA

HandshakeAffiliates

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Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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