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Building 2YERKES FINANCIAL ADVISORS, INC.

Map pinCINCINNATI, OH
Phone513-528-8270
NotebookSEC #801-67545
Total AUM
$48.5M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
431 OHIO PIKE NORTH
SUITE 210
CINCINNATI
OH 45255
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
513-528-8270

ReceiptFinancials

Total AUM
$48.5M
Accounts
248
Discretionary
$48.2M
Accounts
239
Non-Discretionary
$250K
Accounts
9

ContactClients

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None reported

Briefcase businessServices

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

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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