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BRASS TAX WEALTH MANAGEMENT
4755 Cornell Road
Suite 102a
Cincinnati, Ohio 45241
Tel: 513-605-3394
About BRASS TAX WEALTH MANAGEMENT
BRASS TAX WEALTH MANAGEMENT, formally registered with the SEC as BRASS TAX WEALTH MANAGEMENT. The firm was established in 08/14/2017. They have over 6 offices throughout the country.
BRASS TAX WEALTH MANAGEMENT is a Cincinnati, Ohio based Financial Planning firm with nearly $674,300,000 assets under management, offering retirement planning & investment advisory services to 2414 clients. The firm is staffed with 12 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 285249 |
| SEC# | 801-111006 |
| Assets Managed by Firm | $674,300,000 |
| No. of Clients | 2414 |
| No. of Advisors | 12 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
- Selection for other advisors
- Education seminars/workshops
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 2414 | $674,300,000 |
| Individuals (other than high net worth individuals) | 1600 | $288,000,000 |
| High net worth individuals | 165 | $382,000,000 |
| Pension and profit sharing plans | 5 | $2,000,000 |
| Charitable organizations | 3 | $100,000 |
| Corporations or other businesses | 8 | $2,200,000 |
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