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Building 2NCA FINANCIAL PLANNERS

Map pinMAYFIELD HEIGHTS, OH
Phone440-473-1115
NotebookSEC #801-67059
Total AUM
$759M
Employees
22
Clients
784

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
6095 PARKLAND BLVD., SUITE 210
MAYFIELD HEIGHTS
OH 44124
United States
Operating Hours
9:00 A.M.-5:00 P.M.
Monday - Friday
Phone
440-473-1115
Other Offices
1

ReceiptFinancials

Total AUM
$759M
Accounts
1,873
Discretionary
$742.6M
Accounts
1,871
Non-Discretionary
$16.5M
Accounts
2

ContactClients

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Individual Clients
542
AUM
$172.2M
HNW Individual Clients
235
AUM
$557.3M
Pension/Profit Sharing Plan Clients
1
AUM
$5.1M
Charitable Organization Clients
1
AUM
$364.3K
Corporation or Business Clients
5
AUM
$24.1M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Other FeeCharges Percentage AUM
Other Compensation
FEE FOR MONITORING THIRD PARTY MANAGERS

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOFLGAILMAMDMINCNHNJNYOHPASCTXVAWAWI

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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