Overview
Assets Under Management: $1.1 billion
Headquarters: CINCINNATI, OH
High-Net-Worth Clients: 231
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 231
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 45.81
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 3,232
Discretionary Accounts: 2,879
Non-Discretionary Accounts: 353
Regulatory Filings
CRD Number: 296780
Filing ID: 1927594
Last Filing Date: 2025-03-31 09:22:00
Website: https://calfee.com