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Building 2KIPLINGER WEALTH ADVISORS

Map pinSPRINGBORO, OH
Phone937-886-1442
NotebookSEC #801-66701
Total AUM
$17.5M
Employees
8
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
325 N. MAIN ST
SUITE 202
SPRINGBORO
OH 45066-9557
United States
Operating Hours
8:30 AM - 5:00 PM
Monday - Friday
Phone
937-886-1442

ReceiptFinancials

Total AUM
$17.5M
Accounts
144
Discretionary
$15.7M
Accounts
138
Non-Discretionary
$1.8M
Accounts
6

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension ConsultingPooled Vehicle Portfolio Management
Compensation Types
Charges CommissionCharges Fixed FeeCharges Other FeeCharges Percentage AUM
Other Compensation
SOLICITOR/REFERRAL FEES

Shield checkCompliance

Disclosures

None reported

State Registrations
OH

HandshakeAffiliates

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

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