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Building 2WARTHER COMPANIES, LLC

Map pinAKRON, OH
Phone330-867-6999
NotebookSEC #801-71296
Total AUM
$50.4M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1075 WEST MARKET ST.
AKRON
OH 44313
United States
Operating Hours
7:30AM - 5:00PM
Monday - Friday
Phone
330-867-6999

ReceiptFinancials

Total AUM
$50.4M
Accounts
174
Discretionary
$48M
Accounts
166
Non-Discretionary
$2.4M
Accounts
8

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Financial 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
ILOHPA

HandshakeAffiliates

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

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