Overview
Assets Under Management: $159 million
Headquarters: CINCINNATI, OH
High-Net-Worth Clients: 46
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: 46
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 67.70
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 494
Discretionary Accounts: 492
Non-Discretionary Accounts: 2
Regulatory Filings
CRD Number: 110384
Last Filing Date: 2024-08-15 00:00:00
Website: https://personalchoicefinancial.com