1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2INVESTMENT CONSULTING & RESEARCH INC.

Map pinCENTERVILLE, OH
Phone937-433-2735
NotebookSEC #801-62404
Total AUM
$38.3M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
7973 WASHINGTON WOODS DR.
CENTERVILLE
OH 45459
USA
Operating Hours
8:00 AM - 5:00 PM
Monday - Friday
Phone
937-433-2735

ReceiptFinancials

Total AUM
$38.3M
Accounts
667
Discretionary
$26.3M
Accounts
480
Non-Discretionary
$12M
Accounts
187

ContactClients

View more in analytics →

None reported

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Individual Portfolio ManagementSecurities Ratings
Compensation Types
Charges CommissionCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
KYOH

HandshakeAffiliates

View all affiliates →

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

Feature requires an account