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Home > Retirement Planners > ohio > brookville > MIAMI VALLEY PORTFOLIO MANAGEMENT INC
MIAMI VALLEY PORTFOLIO MANAGEMENT INC
475 Arlington Road
Brookville, Ohio 45309
Tel: 937-833-4043
About MIAMI VALLEY PORTFOLIO MANAGEMENT INC
MIAMI VALLEY PORTFOLIO MANAGEMENT INC, formally registered with the SEC as MIAMI VALLEY PORTFOLIO MANAGEMENT INC. The firm was established in 06/07/2021. They have over 3 offices throughout the country.
MIAMI VALLEY PORTFOLIO MANAGEMENT INC is a Brookville, Ohio based Financial Planning firm with nearly $153,303,648 assets under management, offering retirement planning & investment advisory services to 978 clients. The firm is staffed with 4 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 106389 |
| SEC# | 801-121421 |
| Assets Managed by Firm | $153,303,648 |
| No. of Clients | 978 |
| No. of Advisors | 4 |
Fee Structure
- A percentage of AUM
- Hourly charges
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 978 | $153,303,648 |
| Individuals (other than high net worth individuals) | 530 | $65,378,383 |
| High net worth individuals | 162 | $70,061,780 |
| Pension and profit sharing plans | Fewer than 5 clients | $4,988,320 |
| Charitable organizations | Fewer than 5 clients | $11,939,931 |
| Corporations or other businesses | Fewer than 5 clients | $935,234 |
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|---|---|---|---|
| $79,457,379,980 | 1444 | 158 | |
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| $54,569,476,420 | 741 | 48 | |
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| $26,738,929,617 | 39 | 84 |
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