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Building 2ESTATE PLANNING PROFESSIONALS

Map pinWESTERVILLE, OH
Phone614-888-2230
NotebookSEC #801-69213
Total AUM
$52.3M
Employees
31
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
921 EASTWIND DRIVE, SUITE 101
WESTERVILLE
OH 43081
United States
Operating Hours
MON. TO THURS. 8 AM TO 5 PM
FRI 8 AM TO 12 PM
Phone
614-888-2230

ReceiptFinancials

Total AUM
$52.3M
Accounts
675
Discretionary
$52.3M
Accounts
675
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
THIRD PARTY FEES

Shield checkCompliance

Disclosures
Other Regulator False Statement/Dishonesty
State Registrations
FLOHPA

HandshakeAffiliates

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

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