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HCM WEALTH ADVISORS
6116 Harrison Ave
Cincinnati, Ohio 45247-7833
Tel: 513-598-5120
About HCM WEALTH ADVISORS
HCM WEALTH ADVISORS, formally registered with the SEC as HCM WEALTH ADVISORS. The firm was established in 11/29/1990. They have over 2 offices throughout the country.
HCM WEALTH ADVISORS is a Cincinnati, Ohio based Financial Planning firm with nearly $1,084,067,745 assets under management, offering retirement planning & investment advisory services to 2742 clients. The firm is staffed with 9 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 107700 |
| SEC# | 801-37821 |
| Assets Managed by Firm | $1,084,067,745 |
| No. of Clients | 2742 |
| No. of Advisors | 9 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
- Publication of periodicals and newsletters
- Education seminars/workshops
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 2742 | $1,084,067,745 |
| Individuals (other than high net worth individuals) | 500 | $196,716,873 |
| High net worth individuals | 296 | $775,086,738 |
| Pension and profit sharing plans | Fewer than 5 clients | $266,423 |
| Charitable organizations | Fewer than 5 clients | $15,066,810 |
| Corporations or other businesses | Fewer than 5 clients | $96,930,901 |
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