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OJM GROUP, LLC
CINCINNATI, OH
513-791-7525
SEC #801-68466Total AUM
$803.3M
Employees
15Clients
617Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
8044 MONTGOMERY ROAD
SUITE 440
CINCINNATI
OH 45236
United States
SUITE 440
CINCINNATI
OH 45236
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Monday - Friday
Phone
513-791-7525
Other Offices
2
Financials
Total AUM
$803.3M
Accounts
1,795Discretionary
$803.3M
Accounts
1,795Non-Discretionary
$0
Accounts
0
Clients
Individual Clients
306AUM
$104.7M
HNW Individual Clients
156AUM
$440.2M
Pension/Profit Sharing Plan Clients
79AUM
$100M
Insurance Company Clients
5AUM
$10.2M
Corporation or Business Clients
71AUM
$148.2M
Services
Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPension ConsultingPublications
Other Services
CONSULTATION SERVICES; RELATED PERSONS AUTHOR BOOKS, PERIODICALS, & ARTICLES; SPEAKING ENGAGEMENTS
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
ALAZCACOCTFLGAINKYLAMANCNYOHSCTNTX
Affiliates
Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.