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CONSOLIDATED FINANCIAL
DUBLIN, OH
614-932-0000
SEC #801-64485Total AUM
$45.7M
Employees
3Clients
0Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
5850 VENTURE DRIVE
SUITE A
DUBLIN
OH 43017
United States
SUITE A
DUBLIN
OH 43017
United States
Operating Hours
9 A.M. TO 5 P.M.
Monday - Friday
Monday - Friday
Phone
614-932-0000
Financials
Total AUM
$45.7M
Accounts
627Discretionary
$45.7M
Accounts
627Non-Discretionary
$0
Accounts
0
Clients
None reported
Services
Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges CommissionCharges Fixed FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
OH
Affiliates
Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.