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Building 2EUKLES ASSET MANAGEMENT, LLC

Map pinCINCINNATI, OH
Phone513-977-4799
NotebookSEC #801-80915
Total AUM
$341.1M
Employees
5
Clients
479

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
425 WALNUT STREET
SUITE 2260
CINCINNATI
OH 45202
United States
Operating Hours
9:00 AM TO 5:00 PM
Monday - Friday
Phone
513-977-4799

ReceiptFinancials

Total AUM
$341.1M
Accounts
943
Discretionary
$341.1M
Accounts
943
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
452
AUM
$220.3M
HNW Individual Clients
18
AUM
$109.4M
Banking Clients
1
AUM
$0
Pension/Profit Sharing Plan Clients
1
AUM
$643.8K
Charitable Organization Clients
1
AUM
$0
Government Entity Clients
1
AUM
$0
Investment Advisor Clients
1
AUM
$0
Insurance Company Clients
1
AUM
$0
Sovereign Wealth Fund Clients
1
AUM
$0
Corporation or Business Clients
2
AUM
$10.7M

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
INKYOHTX

HandshakeAffiliates

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

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