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Building 2NATIONAL WEALTH MANAGEMENT GROUP, LLC

Map pinCINCINNATI, OH
Phone513-772-2592
NotebookSEC #801-80983
Total AUM
$534.9M
Employees
18
Clients
1,316

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
11260 CHESTER ROAD
SUITE 250
CINCINNATI
OH 45246-0002
United States
Operating Hours
9-5 (APPOINTMENT ONLY)
Monday - Friday
Phone
513-772-2592
Other Offices
5

ReceiptFinancials

Total AUM
$534.9M
Accounts
2,741
Discretionary
$516.7M
Accounts
2,676
Non-Discretionary
$18.2M
Accounts
65

ContactClients

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Individual Clients
1,174
AUM
$313.7M
HNW Individual Clients
134
AUM
$215.5M
Charitable Organization Clients
1
AUM
$1.2M
Investment Advisor Clients
1
AUM
$109.1K
Corporation or Business Clients
6
AUM
$4.4M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPension Consulting
Other Services
HOURLY CONSULTING, RETAINER FEES
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ALAZCACOCTDEFLGAILINKYMAMDMINCNENHNJNVNYOHPASCTNTXUTVAVTWI

HandshakeAffiliates

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Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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