Adviser Profile
| As of Date | 03/05/2026 |
| Registration | SEC, Approved, 06/12/2025 |
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| Former registrations | |
| ADV Location | CLEVELAND, OH, United States |
| Contact Info | 216 xxxxxxx |
| Websites |
| AUM* | 190,410,134 29% |
| of that, discretionary | 99,949,941 16% |
| Number of Employees | 3 50% |
| of those in investment advisory functions | 2 |
| Private Fund GAV* | 0 |
| Avg Account Size | 842,523 -11% |
| % High Net Worth | 55.56% -24% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
- Large advisory firm
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
- Charitable organizations
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
100M
86M
71M
57M
43M
29M
14M
2025
2026
Private Funds
No private funds
Employees
Form ADV-E Surprise Examination Reports
| Accounting Firm Name | Filing Date | Form ADV-E |
|---|---|---|
| Accounting Firm Name ASSURANCE DIMENSIONS | Filing Date10/01/2025 | Form ADV-E View Report |