HORAN WEALTH MANAGEMENT

8044 Montgomery Rd
Ste 640
Cincinnati, Ohio 45236
Tel: 513-745-0707

About HORAN WEALTH MANAGEMENT

HORAN WEALTH MANAGEMENT, formally registered with the SEC as HORAN WEALTH MANAGEMENT. The firm was established in 02/18/2016. They have over 2 offices throughout the country.

HORAN WEALTH MANAGEMENT is a Cincinnati, Ohio based Financial Planning firm with nearly $545,224,456 assets under management, offering retirement planning & investment advisory services to 2212 clients. The firm is staffed with 27 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	40794
SEC#	801-107181
Assets Managed by Firm	$545,224,456
No. of Clients	2212
No. of Advisors	27

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Publication of periodicals and newsletters
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	2212	$545,224,456
Individuals (other than high net worth individuals)	770	$212,519,900
High net worth individuals	197	$315,959,005
Pension and profit sharing plans	1	$432,372
Charitable organizations	2	$16,268,957
Corporations or other businesses	1	$44,222

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