Overview
Assets Under Management: $246 million
Headquarters: CINCINNATI, OH
High-Net-Worth Clients: 4
Average Client Assets: $35 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting
Clients
Number of High-Net-Worth Clients: 4
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 56.53
Average High-Net-Worth Client Assets: $35 million
Total Client Accounts: 1,752
Discretionary Accounts: 1,718
Non-Discretionary Accounts: 34
Regulatory Filings
CRD Number: 169491
Filing ID: 2002448
Last Filing Date: 2025-07-11 12:23:00
Website: https://advisorlawyer.com