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Building 2WHITCOMB & HESS, INC.

Map pinASHLAND, OH
Phone419-289-7007
NotebookSEC #801-78798
Total AUM
$490.7M
Employees
31
Clients
1,368

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1020 CLEVELAND AVENUE
ASHLAND
OH 44805
United States
Operating Hours
8:00-5:00
Monday - Friday
Phone
419-289-7007

ReceiptFinancials

Total AUM
$490.7M
Accounts
2,800
Discretionary
$433.5M
Accounts
2,530
Non-Discretionary
$57.2M
Accounts
270

ContactClients

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Individual Clients
1,231
AUM
$196.3M
HNW Individual Clients
106
AUM
$249.1M
Pension/Profit Sharing Plan Clients
14
AUM
$35.8M
Charitable Organization Clients
12
AUM
$8.2M
Corporation or Business Clients
5
AUM
$1.3M

Briefcase businessServices

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Services Offered
EducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension ConsultingPublications
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLINNCOHPATX

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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