Overview
Assets Under Management: $3.6 billion
Headquarters: CINCINNATI, OH
High-Net-Worth Clients: 178
Average Client Assets: $3 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 178
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 15.60
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 2,056
Discretionary Accounts: 1,667
Non-Discretionary Accounts: 389
Regulatory Filings
CRD Number: 123475
Last Filing Date: 2025-01-17 00:00:00
Website: https://calfee.com