EUKLES ASSET MANAGEMENT, LLC

425 Walnut Street
Suite 2260
Cincinnati, Ohio 45202
Tel: 513-977-4799

About EUKLES ASSET MANAGEMENT, LLC

EUKLES ASSET MANAGEMENT, LLC, formally registered with the SEC as EUKLES ASSET MANAGEMENT, LLC. The firm was established in 01/30/2015. They have over 1 offices throughout the country.

EUKLES ASSET MANAGEMENT, LLC is a Cincinnati, Ohio based Financial Planning firm with nearly $337,221,710 assets under management, offering retirement planning & investment advisory services to 874 clients. The firm is staffed with 6 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	156649
SEC#	801-80915
Assets Managed by Firm	$337,221,710
No. of Clients	874
No. of Advisors	6

Fee Structure

A percentage of AUM

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients

Firm Client Information

	No. of Clients	AUM
Firm Total	874	$337,221,710
Individuals (other than high net worth individuals)	430	$221,325,464
High net worth individuals	17	$107,680,011
Pension and profit sharing plans	1	$525,132
Corporations or other businesses	1	$7,691,103

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