| Revenue | {{ Info.Revenue | formatUSD }} |
| Headquarters | {{ Info.Headquarters }} |
| As of Date | 09/02/2025 |
| Adviser Type | |
| Number of Employees | 1 |
| of those in investment advisory functions | 1 |
| Registration | Ohio, Approved, 06/21/2023 |
| AUM* | 10,498,293 80.40% |
| of that, discretionary | 10,498,293 80.40% |
| Private Fund GAV* | 0 |
| Avg Account Size | 233,295 60.35% |
| SMA’s | No |
| Private Funds | 0 |
| Contact Info | 513 xxxxxxx |
- Individuals (other than high net worth individuals)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Educational seminars/workshops
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
No private funds