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Building 2FINANCIAL FREEDOM

Map pinCINCINNATI, OH
Phone513-697-6400
NotebookSEC #801-63647
Total AUM
$443.2M
Employees
4
Clients
114

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
8044 MONTGOMERY ROAD
SUITE 700
CINCINNATI
OH 45236
United States
Operating Hours
8 AM - 6 PM
Monday - Friday
Phone
513-697-6400
Other Offices
4

ReceiptFinancials

Total AUM
$443.2M
Accounts
783
Discretionary
$0
Accounts
0
Non-Discretionary
$443.2M
Accounts
783

ContactClients

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Individual Clients
18
AUM
$9.4M
HNW Individual Clients
96
AUM
$433.8M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
FLMENHNYOHPA

HandshakeAffiliates

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

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