Overview
Assets Under Management: $135 million
Headquarters: CINCINNATI, OH
High-Net-Worth Clients: 61
Average Client Assets: $3 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 61
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 71.09
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 445
Discretionary Accounts: 445
Regulatory Filings
CRD Number: 154255
Last Filing Date: 2024-11-26 00:00:00
Website: https://mbiateam.com