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Building 2J. H. MCKEWEN III & ASSOCIATES, LLC

Map pinWORTHINGTON, OH
Phone614-888-2222
NotebookSEC #801-64072
Total AUM
$24M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
579 HIGH STREET
WORTHINGTON
OH 43085
United States
Operating Hours
8:00 AM - 4:30 PM
Monday - Friday
Phone
614-888-2222

ReceiptFinancials

Total AUM
$24M
Accounts
450
Discretionary
$24M
Accounts
450
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations

None reported

HandshakeAffiliates

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

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