1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2KEELER & NADLER FAMILY WEALTH

Map pinDUBLIN, OH
Phone614-791-4123
NotebookSEC #801-80394
Total AUM
$609.9M
Employees
13
Clients
506

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
565 METRO PLACE SOUTH
SUITE 280
DUBLIN
OH 43017
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
614-791-4123

ReceiptFinancials

Total AUM
$609.9M
Accounts
2,043
Discretionary
$565.1M
Accounts
1,979
Non-Discretionary
$44.8M
Accounts
64

ContactClients

View more in analytics →

Individual Clients
316
AUM
$91.8M
HNW Individual Clients
188
AUM
$516.7M
Charitable Organization Clients
2
AUM
$1.4M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
PERCENTAGE OF PLAN ASSETS

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLGAILINKYLAMAMONCNEOHPATX

HandshakeAffiliates

View all affiliates →

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

Feature requires an account