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SL advisors Listing
Financial Advisor   

$650MM AUM | $4.8MM GDC in Cincinnati, OH

Member Level
Basic
Last Activity
6 months or more

Business Mix:

0% Comm
100% Fee

General

Location
Cincinnati, OH, US
12 Month Gross Revenue
$4,800,000
Number of Accounts
3,000
Avg Client Age
57

Overview

We are a comprehensive wealth management firm that provides financial planning, tax return services, and estate plan design in our investment management fee. We are interested in potentially expanding in strategic cities in our region. We have offices in Cincinnati and Chicago.

 
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