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WEALTH MANAGEMENT SERVICES OF CINCINNATI, LLC
FORT MITCHELL, KY
859-331-3300
SEC #801-62400Total AUM
$11M
Employees
3Clients
0Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
250 GRANDVIEW DRIVE
SUITE 300
FORT MITCHELL
KY 41017
USA
SUITE 300
FORT MITCHELL
KY 41017
USA
Operating Hours
FROM 9:00 A.M. TO 5:00 P.M.
Monday - Friday
Monday - Friday
Phone
859-331-3300
Financials
Total AUM
$11M
Accounts
18Discretionary
$11M
Accounts
18Non-Discretionary
$0
Accounts
0
Clients
None reported
Services
Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension ConsultingPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
KYOH
Affiliates
Affiliates
Reported 15 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.