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Building 2CINCINNATI ANALYSTS, INC

Map pinCINCINNATI, OH
Phone513-362-8477
NotebookSEC #801-9678
Total AUM
$2.1B
Employees
376
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
303 BROADWAY
SUITE 1400
CINCINNATI
OH 45202
United States
Operating Hours
9:00AM TO 5:00 PM
Monday - Friday
Phone
513-362-8477

ReceiptFinancials

Total AUM
$2.1B
Accounts
8,136
Discretionary
$800M
Accounts
2,873
Non-Discretionary
$1.3B
Accounts
5,263

ContactClients

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPublications
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures
Court Injunction (Past 10 Years)Dismissed Civil Action (Settlement)Other Regulator Order (Past 10 Years)Other Regulator Violation FindingSEC/CFTC False Statement FindingSEC/CFTC Order EntrySEC/CFTC Penalty/Cease-and-DesistSEC/CFTC Violation FindingSRO Rule Violation
State Registrations
AKALARCACOCTDEFLGAHIIAILINKSKYLAMDMEMIMOMSNCNDNENHNJNMNVNYOHOKORPARISCTNTXUTVAVTWAWI

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Affiliates
Reported 6 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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