Overview
Assets Under Management: $1.1 billion
Headquarters: CINCINNATI, OH
High-Net-Worth Clients: 296
Average Client Assets: $3 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 296
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 71.50
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 2,742
Discretionary Accounts: 2,742
Regulatory Filings
CRD Number: 107700
Last Filing Date: 2025-02-20 00:00:00
Website: https://hcmwealthadvisors.com