Overview
Assets Under Management: $2.4 billion
Headquarters: CINCINNATI, OH
High-Net-Worth Clients: 5,694
Average Client Assets: $335,996
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 5,694
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 79.02
Average High-Net-Worth Client Assets: $335,996
Total Client Accounts: 6,312
Discretionary Accounts: 6,312
Regulatory Filings
CRD Number: 104946
Last Filing Date: 2024-03-25 00:00:00
Website: https://cambonds.com