Overview
Assets Under Management: $237 million
Headquarters: CINCINNATI, OH
High-Net-Worth Clients: 30
Average Client Assets: $6 million
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 30
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 76.74
Average High-Net-Worth Client Assets: $6 million
Total Client Accounts: 171
Discretionary Accounts: 171
Regulatory Filings
CRD Number: 146401
Last Filing Date: 2025-02-18 00:00:00
Website: https://schearandschear.com