Overview
Assets Under Management: $743 million
Headquarters: CINCINNATI, OH
High-Net-Worth Clients: 94
Average Client Assets: $2.1 million
Frequently Asked Questions
ROSS, SINCLAIRE & ASSOCIATES, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #25440), ROSS, SINCLAIRE & ASSOCIATES, LLC is subject to fiduciary duty under federal law.
ROSS, SINCLAIRE & ASSOCIATES, LLC is headquartered in CINCINNATI, OH.
ROSS, SINCLAIRE & ASSOCIATES, LLC serves 94 high-net-worth clients according to their SEC filing dated October 26, 2018. View client details ↓
According to their SEC Form ADV, ROSS, SINCLAIRE & ASSOCIATES, LLC offers financial planning, portfolio management for individuals, pension consulting services, and selection of other advisors. View all service details ↓
ROSS, SINCLAIRE & ASSOCIATES, LLC manages $743 million in client assets according to their SEC filing dated October 26, 2018.
According to their SEC Form ADV, ROSS, SINCLAIRE & ASSOCIATES, LLC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 94
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 26.69%
Average Client Assets: $2.1 million
Total Client Accounts: 1,493
Discretionary Accounts: 1,466
Non-Discretionary Accounts: 27
Regulatory Filings
CRD Number: 25440
Filing ID: 1247261
Last Filing Date: 2018-10-26 14:18:00