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FAMILY WEALTH ADVISORY GROUP, LLC
7359 East Kemper Road
Suite A
Cincinnati, Ohio 45249
Tel: 513-469-8100
About FAMILY WEALTH ADVISORY GROUP, LLC
FAMILY WEALTH ADVISORY GROUP, LLC, formally registered with the SEC as FAMILY WEALTH ADVISORY GROUP, LLC. The firm was established in 03/23/2004. They have over 1 offices throughout the country.
FAMILY WEALTH ADVISORY GROUP, LLC is a Cincinnati, Ohio based Financial Planning firm with nearly $273,889,797 assets under management, offering retirement planning & investment advisory services to 732 clients. The firm is staffed with 6 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 130595 |
| SEC# | 801-62921 |
| Assets Managed by Firm | $273,889,797 |
| No. of Clients | 732 |
| No. of Advisors | 6 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other (MATTERS NOT INVOLVING SECURITIES)
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 732 | $273,889,797 |
| Individuals (other than high net worth individuals) | 110 | $41,795,142 |
| High net worth individuals | 88 | $229,614,166 |
| Pension and profit sharing plans | 1 | $1,458,975 |
| Corporations or other businesses | 1 | $1,021,514 |
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