Overview
Assets Under Management: $534 million
Headquarters: CINCINNATI, OH
High-Net-Worth Clients: 125
Average Client Assets: $4 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 125
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 86.44
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 719
Discretionary Accounts: 686
Non-Discretionary Accounts: 33
Regulatory Filings
CRD Number: 152888
Last Filing Date: 2024-09-23 00:00:00
Website: https://horanwealth.com