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Building 2CSA FINANCIAL ADVISORS, LTD.

Map pinCINCINNATI, OH
Phone513-483-6655
NotebookSEC #801-68134
Total AUM
$62.2M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
4705 LAKE FOREST DRIVE
CINCINNATI
OH 45242
United States
Operating Hours
8:30AM - 5:30PM
Monday - Friday
Phone
513-483-6655

ReceiptFinancials

Total AUM
$62.2M
Accounts
378
Discretionary
$57.2M
Accounts
375
Non-Discretionary
$5M
Accounts
3

ContactClients

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None reported

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
OH

HandshakeAffiliates

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

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