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Building 2ADVISEME NATIONAL ADVISORS

Map pinCLEVELAND, OH
Phone216-595-0800
NotebookSEC #801-67299
Total AUM
$1.2B
Employees
11
Clients
1,653

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

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HotelBusiness

Principal Address
28601 CHAGRIN BLVD.
SUITE 550
CLEVELAND
OH 44122
United States
Operating Hours
8AM-5PM
Monday - Friday
Phone
216-595-0800
Other Offices
2

ReceiptFinancials

Total AUM
$1.2B
Accounts
1,655
Discretionary
$135.9M
Accounts
1,503
Non-Discretionary
$1.1B
Accounts
152

ContactClients

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Individual Clients
1,485
AUM
$105.2M
HNW Individual Clients
18
AUM
$30.6M
Pension/Profit Sharing Plan Clients
150
AUM
$1.1B

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures
SRO Discipline/Expulsion/SuspensionSRO False Statement Finding
State Registrations
OHPRWI

HandshakeAffiliates

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

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