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Home > Retirement Planners > ohio > ashland > WHITCOMB & HESS, INC.
WHITCOMB & HESS, INC.
1020 Cleveland Avenue
Ashland, Ohio 44805
Tel: 419-289-7007
About WHITCOMB & HESS, INC.
WHITCOMB & HESS, INC, formally registered with the SEC as WHITCOMB & HESS, INC. The firm was established in 11/08/2013. They have over 1 offices throughout the country.
WHITCOMB & HESS, INC. is a Ashland, Ohio based Financial Planning firm with nearly $381,431,000 assets under management, offering retirement planning & investment advisory services to 2629 clients. The firm is staffed with 27 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 121064 |
| SEC# | 801-78798 |
| Assets Managed by Firm | $381,431,000 |
| No. of Clients | 2629 |
| No. of Advisors | 27 |
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
- Publication of periodicals and newsletters
- Education seminars/workshops
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 2629 | $381,431,000 |
| Individuals (other than high net worth individuals) | 1209 | $178,703,528 |
| High net worth individuals | 76 | $167,405,280 |
| Pension and profit sharing plans | 14 | $27,993,821 |
| Charitable organizations | 14 | $6,800,766 |
| Corporations or other businesses | 5 | $527,605 |
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|---|---|---|---|
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