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Building 2BOHMER KILCOYNE WEALTH MANAGEMENT, LLC

Map pinCINCINNATI, OH
Phone513-942-9700
NotebookSEC #801-78501
Total AUM
$665.5M
Employees
9
Clients
1,110

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
9360 MONTGOMERY ROAD
CINCINNATI
OH 45242
United States
Operating Hours
8:30 AM TO 5:00 PM
Monday - Friday
Phone
513-942-9700

ReceiptFinancials

Total AUM
$665.5M
Accounts
1,112
Discretionary
$665.5M
Accounts
1,112
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
741
AUM
$147.5M
HNW Individual Clients
367
AUM
$484.2M
Pension/Profit Sharing Plan Clients
1
AUM
$45.8K
Corporation or Business Clients
1
AUM
$33.8M

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOFLGAILINKYMDMIMONCOHPATNTX

HandshakeAffiliates

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

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