$2.6B AUM | $19MM GDC in Columbus, OH

Market
Advisor/RIA
Member Level
Basic
Last Activity
this month
Profile Age
193 days old
General
Location
Columbus, OH, US
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$2,600,000,000.00
Gross Revenue
$19,000,000.00
# of Accounts
4,000
Avg Client Age
55
Overview

Advisor founded in 1997 / National clientele of private individuals and institutions.
Headquarters – Columbus, OH / 70+ employees
$2.6 billion assets under management
Inc. 5000 fastest growing private companies.
Holistic approach to financial and philanthropic planning.
Serve as outsourced Chief Investment Officer / 21-year investment track record.
Chief Investment Officer was previously Head of Portfolio Management for Nationwide Insurance Companies.
Serve only in fiduciary capacity

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