SOUDERS FINANCIAL ADVISORS, LLC

5968 Bridgetown Road
Cincinnati, Ohio 45248
Tel: 513-598-2400

About SOUDERS FINANCIAL ADVISORS, LLC

SOUDERS FINANCIAL ADVISORS, LLC, formally registered with the SEC as SOUDERS FINANCIAL ADVISORS, LLC. The firm was established in 05/21/2018. They have over 7 offices throughout the country.

SOUDERS FINANCIAL ADVISORS, LLC is a Cincinnati, Ohio based Financial Planning firm with nearly $889,941,825 assets under management, offering retirement planning & investment advisory services to 3050 clients. The firm is staffed with 19 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	296780
SEC#	801-113263
Assets Managed by Firm	$889,941,825
No. of Clients	3050
No. of Advisors	19

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	3050	$889,941,825
Individuals (other than high net worth individuals)	980	$293,278,298
High net worth individuals	227	$407,475,933
Pension and profit sharing plans	79	$186,189,977
Charitable organizations	3	$522,818
Corporations or other businesses	4	$2,474,799

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