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Building 2GENERATIONS WEALTH, LLC

Map pinCINCINNATI, OH
Phone(513) 834-8056
NotebookSEC #801-80555
Total AUM
$307.8M
Employees
10
Clients
79

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
7707 CAMARGO ROAD
CINCINNATI
OH 45243
United States
Operating Hours
9:00 AM TO 5:00 PM
Monday - Friday
Phone
(513) 834-8056

ReceiptFinancials

Total AUM
$307.8M
Accounts
360
Discretionary
$307.8M
Accounts
360
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
27
AUM
$9.4M
HNW Individual Clients
52
AUM
$298.3M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther Services
Other Services
TAX COMPLIANCE & PLANNING, INVESTMENT PLANNING & MANAGEMENT, FAMILY OFFICE SERVICES, LEGACY REVIEW
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAKYOHTX

HandshakeAffiliates

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

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