Overview
Assets Under Management: $192 million
Headquarters: CINCINNCIATI, OH
High-Net-Worth Clients: 81
Average Client Assets: $903,019
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 81
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 38.13
Average High-Net-Worth Client Assets: $903,019
Total Client Accounts: 1,561
Discretionary Accounts: 1,559
Non-Discretionary Accounts: 2
Regulatory Filings
CRD Number: 145158
Filing ID: 1985906
Last Filing Date: 2025-04-30 14:29:00
Website: https://bullseyeinv.com