Overview
Assets Under Management: $1.2 billion
Headquarters: XENIA, OH
High-Net-Worth Clients: 11
Average Client Assets: $40 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Companies, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 11
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 37.80
Average High-Net-Worth Client Assets: $40 million
Total Client Accounts: 681
Discretionary Accounts: 649
Non-Discretionary Accounts: 32
Regulatory Filings
CRD Number: 110433
Last Filing Date: 2024-12-19 00:00:00
Website: https://www.youtube.com/channel/UCXtypmCV8HOudKu5Bn-UrBQ