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Building 2CUNNINGHAM WEALTH MANAGEMENT

Map pinBROADVIEW HEIGHTS, OH
Phone440-717-1350
NotebookSEC #801-69472
Total AUM
$39.8M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
60 EAGLE VALLEY COURT
BROADVIEW HEIGHTS
OH 44147
United States
Operating Hours
8:00 AM - 5:30 PM
Monday - Friday
Phone
440-717-1350

ReceiptFinancials

Total AUM
$39.8M
Accounts
178
Discretionary
$7.8M
Accounts
26
Non-Discretionary
$31.9M
Accounts
152

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
THIRD PARTY ADVISORY FEES

Shield checkCompliance

Disclosures

None reported

State Registrations
OHSC

HandshakeAffiliates

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

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