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Building 2FAMILY WEALTH ADVISORY GROUP, LLC

Map pinCINCINNATI, OH
Phone513-469-8100
NotebookSEC #801-62921
Total AUM
$396.2M
Employees
7
Clients
219

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
7359 EAST KEMPER ROAD
SUITE A
CINCINNATI
OH 45249
United States
Operating Hours
8:30 - 4:30
Monday - Friday
Phone
513-469-8100

ReceiptFinancials

Total AUM
$396.2M
Accounts
835
Discretionary
$293.4M
Accounts
700
Non-Discretionary
$102.8M
Accounts
135

ContactClients

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Individual Clients
115
AUM
$43M
HNW Individual Clients
102
AUM
$351.5M
Corporation or Business Clients
2
AUM
$1.8M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Financial PlanningIndividual Portfolio ManagementOther Services
Other Services
MATTERS NOT INVOLVING SECURITIES
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLINKYLAOHPA

HandshakeAffiliates

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

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