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GEARHART & ASSOCIATES
9301 Montgomery Road
Suite 2a
Cincinnati, Ohio 45242
Tel: 513-985-3450
About GEARHART & ASSOCIATES
GEARHART & ASSOCIATES, formally registered with the SEC as GEARHART & ASSOCIATES. The firm was established in 06/10/2022. They have over 1 offices throughout the country.
GEARHART & ASSOCIATES is a Cincinnati, Ohio based Financial Planning firm with nearly $638,216,495 assets under management, offering retirement planning & investment advisory services to 1751 clients. The firm is staffed with 7 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 321832 |
| SEC# | 801-125856 |
| Assets Managed by Firm | $638,216,495 |
| No. of Clients | 1751 |
| No. of Advisors | 7 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1751 | $638,216,495 |
| Individuals (other than high net worth individuals) | 1589 | $255,865,535 |
| High net worth individuals | 162 | $354,381,039 |
| Pension and profit sharing plans | 16 | $17,111,093 |
| Corporations or other businesses | 9 | $10,858,828 |
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