Overview
Assets Under Management: $803 million
Headquarters: CINCINNATI, OH
High-Net-Worth Clients: 156
Average Client Assets: $3 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: 156
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 54.81
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 1,795
Discretionary Accounts: 1,795
Regulatory Filings
CRD Number: 119850
Filing ID: 1939532
Last Filing Date: 2025-03-20 16:15:00
Website: https://calfee.com