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

Building 2AZSURE FIDUCIARY SERVICES

Map pinUNIONTOWN, OH
Phone330-896-6258
NotebookSEC #801-63645
Total AUM
$9.4M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1507 BOETTLER ROAD
SUITE F
UNIONTOWN
OH 44685
USA
Operating Hours
8:00 AM TO 4:30 PM
Monday - Friday
Phone
330-896-6258

ReceiptFinancials

Total AUM
$9.4M
Accounts
176
Discretionary
$9.4M
Accounts
176
Non-Discretionary
$0
Accounts
0

ContactClients

View more in analytics →

None reported

Briefcase businessServices

View ADV Part 2 brochures →

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

Shield checkCompliance

Disclosures

None reported

State Registrations
OH

HandshakeAffiliates

View all affiliates →

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

Feature requires an account