$123 AUM | $340 GDC in Columbus, OH

Market
Advisor
Member Level
Basic
Last Activity
this month
General
Listing Type
Buyer | Merge | Successor
Location
Columbus, OH, US
Fee 0% Commission 100%
Gross Revenue
$340
# 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.

Extended Profile Information

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