Overview
Assets Under Management: $2.4 billion
Headquarters: CINCINNATI, OH
High-Net-Worth Clients: 5,694
Average Client Assets: $335,996
Frequently Asked Questions
CINCINNATI ASSET MANAGEMENT INC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #104946), CINCINNATI ASSET MANAGEMENT INC is subject to fiduciary duty under federal law.
CINCINNATI ASSET MANAGEMENT INC is headquartered in CINCINNATI, OH.
CINCINNATI ASSET MANAGEMENT INC serves 5,694 high-net-worth clients according to their SEC filing dated March 25, 2024. View client details ↓
According to their SEC Form ADV, CINCINNATI ASSET MANAGEMENT INC offers portfolio management for individuals and portfolio management for institutional clients. View all service details ↓
CINCINNATI ASSET MANAGEMENT INC manages $2.4 billion in client assets according to their SEC filing dated March 25, 2024.
According to their SEC Form ADV, CINCINNATI ASSET MANAGEMENT INC serves high-net-worth individuals and institutional clients. View client details ↓
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