Overview
Assets Under Management: $169 million
Headquarters: TOLEDO, OH
High-Net-Worth Clients: 2
Average Client Assets: $84 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Educational Seminars
Clients
Number of High-Net-Worth Clients: 2
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 100.00
Average High-Net-Worth Client Assets: $84 million
Total Client Accounts: 340
Discretionary Accounts: 340
Regulatory Filings
CRD Number: 146611
Filing ID: 1998533
Last Filing Date: 2025-06-18 13:25:00
Website: https://www.structuredplan.com