Overview
Assets Under Management: $724 million
Headquarters: CINCINNATI, OH
High-Net-Worth Clients: 4
Average Client Assets: $68 million
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting
Clients
Number of High-Net-Worth Clients: 4
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 37.41
Average High-Net-Worth Client Assets: $68 million
Total Client Accounts: 1,694
Discretionary Accounts: 1,694
Regulatory Filings
CRD Number: 321832
Filing ID: 1979316
Last Filing Date: 2025-04-14 13:35:00
Website: https://dinsmorecomplianceservices.com