Overview
Assets Under Management: $204 million
Headquarters: CINCINNATI, OH
High-Net-Worth Clients: 51
Average Client Assets: $4 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 51
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 90.36
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 354
Discretionary Accounts: 343
Non-Discretionary Accounts: 11
Regulatory Filings
CRD Number: 282891
Last Filing Date: 2025-01-24 00:00:00
Website: https://dinsmorecomplianceservices.com