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Building 2PENSION BUILDERS AND CONSULTANTS

Map pinROCKY RIVER, OH
Phone440-871-4015
NotebookSEC #801-76940
Total AUM
$615M
Employees
7
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
20006 DETROIT ROAD
SUITE 203
ROCKY RIVER
OH 44116
United States
Operating Hours
8:30A.M. - 5:30P.M.
Monday - Friday
Phone
440-871-4015

ReceiptFinancials

Total AUM
$615M
Accounts
500
Discretionary
$85M
Accounts
450
Non-Discretionary
$530M
Accounts
50

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementOther ServicesPension Consulting
Other Services
CONSULTING
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations

None reported

HandshakeAffiliates

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

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