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Building 2THE MUTUAL FUND STORE

Map pinCINCINNATI, OH
Phone513-985-0100
NotebookSEC #801-66134
Total AUM
$211.8M
Employees
5
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
11113 KENWOOD RD.
CINCINNATI
OH 45242
United States
Operating Hours
8:30 A.M. - 5:00 P.M.
SATURDAY 10-12
Phone
513-985-0100

ReceiptFinancials

Total AUM
$211.8M
Accounts
1,942
Discretionary
$211.8M
Accounts
1,942
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

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

Shield checkCompliance

Disclosures

None reported

State Registrations
FLINKYMOOHSCTX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 2 other businesses.

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