Adviser Profile
| As of Date | 10/13/2022 |
| Registration status | Terminated |
| ADV Location | CINCINNATI, OH, United States |
| Contact Info | 513 xxxxxxx |
| Websites |
| AUM* | 399,242,994 |
| of that, discretionary | 378,328,312 |
| Number of Employees | 8 |
| of those in investment advisory functions | 4 |
| Private Fund GAV* | 0 |
| Avg Account Size | 579,453 |
| % High Net Worth | 53.36% |
| SMA’s | Yes |
| Private Funds | 0 |
Adviser Type
- Large advisory firm
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Compensation Arrangments
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Reported AUM
378M
324M
270M
216M
162M
108M
54M
2016
2017
2018
2019
2020
2021
2022
Private Funds
No private funds