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Adviser Profile

As of Date 07/16/2026
Registration SEC, Approved, 07/09/2008
ADV Location COLUMBUS, OH, United States
Contact Info 888 xxxxxxx
Websites
AUM* 0
of that, discretionary
Number of Employees 26
of those in investment advisory functions 7 -13%
Private Fund GAV* 0
SMA’s No
Private Funds 0

Adviser Type

- Related adviser

Client Types

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

1 1 1 1
2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

Brochure Summary