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Building 2FINANCIAL COUNSELING, INC.

Map pinSPRINGBORO, OH
Phone937-748-8710
NotebookSEC #801-63876
Total AUM
$36M
Employees
8
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
582 N. MAIN ST.
SPRINGBORO
OH 45066
United States
Operating Hours
8:30 AM - 5:00 PM
Monday - Friday
Phone
937-748-8710

ReceiptFinancials

Total AUM
$36M
Accounts
525
Discretionary
$36M
Accounts
525
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther Services
Other Services
ACTIVE INVESTMENT MANAGEMENT
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
OH

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

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