Adviser Profile
| As of Date | 06/27/2020 |
| Registration status | Terminated |
| ADV Location | INDEPENDENCE, OH, United States |
| AUM* | 1,617,457,098 |
| of that, discretionary | 2,640,977 |
| Number of Employees | 15 |
| of those in investment advisory functions | 7 |
| Private Fund GAV* | 0 |
| Avg Account Size | 89,858,728 |
| % High Net Worth | 86.75% |
| 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
- Corporations or other businesses not listed above
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Selection of other advisers
Compensation Arrangments
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Reported AUM
2B
1B
1B
923M
692M
461M
231M
2015
2016
2017
2018
2019
2020
Private Funds
No private funds