Overview
Assets Under Management: $304 million
Headquarters: CINCINNATI, OH
High-Net-Worth Clients: 4
Average Client Assets: $38 million
Services Offered
Services: Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 4
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 50.30
Average High-Net-Worth Client Assets: $38 million
Total Client Accounts: 1,053
Discretionary Accounts: 1,050
Non-Discretionary Accounts: 3
Regulatory Filings
CRD Number: 287571
Filing ID: 1930955
Last Filing Date: 2025-03-04 10:50:00
Website: https://kellettwealth.com