Overview
Assets Under Management: $486 million
Headquarters: INDEPENDENCE, OH
High-Net-Worth Clients: 118
Average Client Assets: $3 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: 118
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 70.56
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 1,869
Discretionary Accounts: 1,869
Regulatory Filings
CRD Number: 332507
Filing ID: 2012220
Last Filing Date: 2025-08-27 09:37:00
Website: https://dinsmorecomplianceservices.com