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Financial Advisor   

$123 AUM | $340 GDC in Columbus, OH

Member Level
Basic
Last Activity
this week

Business Mix:

0% Comm
100% Fee

General

Location
Columbus, OH, US
12 Month Gross Revenue
$340
Number of Accounts
168
Avg Client Age
60

Overview

We are a Registered Investment Advisory firm that does portfolio management work using stocks, bonds and options (covered call writing). We are also on the Schwab Institutional Marketplace platform as a Seperate Account Manager - we would be considered a third party money manager. We do very little with mutual funds.

 
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