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 $2,325,063,034 assets under management, offering retirement planning & investment advisory services to 6437 clients. The firm is staffed with 15 experienced financial planners.
SEC Current Status | Approved |
Firm CRD# | 104946 |
SEC# | 801-34376 |
Assets Managed by Firm | $2,325,063,034 |
No. of Clients | 6437 |
No. of Advisors | 15 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 6437 | $2,325,063,034 |
High net worth individuals | 5919 | $1,851,818,295 |
Pension and profit sharing plans | 79 | $39,049,308 |
Charitable organizations | 67 | $59,977,605 |
Corporations or other businesses | 367 | $316,877,772 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$71,982,699,043 | 134 | 133 | |
$71,037,804,050 | 1405 | 151 | |
$25,371,529,349 | 516 | 48 | |
$24,763,108,831 | 4149 | 129 | |
$23,908,418,539 | 68 | 122 |
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