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Building 2PURPOSE WEALTH

Map pinLEBANON, OH
Phone5138348056
NotebookSEC #801-70673
Total AUM
$312.1M
Employees
1
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1607 MARIETTA DRIVE
LEBANON
OH 45036
United States
Operating Hours
BY APPOINTMENT ONLY
Monday - Friday
Phone
5138348056

ReceiptFinancials

Total AUM
$312.1M
Accounts
506
Discretionary
$306M
Accounts
490
Non-Discretionary
$6.1M
Accounts
16

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Financial PlanningIndividual 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 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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