8845 Governor'S Hill Drive
Suite 230
Cincinnati, Ohio 45249-3317
Tel: 513-554-8500
CINCINNATI ASSET MANAGEMENT INC, formally registered with the SEC as CINCINNATI ASSET MANAGEMENT INC. The firm was established in 05/05/1989. They have over 1 offices throughout the country.
CINCINNATI ASSET MANAGEMENT INC is a Cincinnati, Ohio based Financial Planning firm with nearly $2,392,092,125 assets under management, offering retirement planning & investment advisory services to 6312 clients. The firm is staffed with 16 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 104946 |
SEC# | 801-34376 |
Assets Managed by Firm | $2,392,092,125 |
No. of Clients | 6312 |
No. of Advisors | 16 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 6312 | $2,392,092,125 |
High net worth individuals | 5814 | $1,901,402,842 |
Pension and profit sharing plans | 85 | $43,522,544 |
Charitable organizations | 69 | $70,527,242 |
Corporations or other businesses | 339 | $312,970,003 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$79,457,379,980 | 1444 | 158 | |
$78,252,229,704 | 130 | 135 | |
$54,569,476,420 | 741 | 48 | |
$30,011,530,941 | 3811 | 127 | |
$26,738,929,617 | 39 | 84 |
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