Overview
Assets Under Management: $1.8 billion
Headquarters: CINCINNATI, OH
High-Net-Worth Clients: 355
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 355
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 45.22
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 6,332
Discretionary Accounts: 5,765
Non-Discretionary Accounts: 567
Regulatory Filings
CRD Number: 306909
Last Filing Date: 2025-02-21 00:00:00
Website: https://octaviawa.com