212 East Third Street
Suite 100
Cincinnati, Ohio 45202
Tel: (513) 721-6089
QUEEN CITY CAPITAL MANAGEMENT, LLC, formally registered with the SEC as QUEEN CITY CAPITAL MANAGEMENT, LLC. The firm was established in 07/23/2012. They have over 1 offices throughout the country.
QUEEN CITY CAPITAL MANAGEMENT, LLC is a Cincinnati, Ohio based Financial Planning firm with nearly $99,624,197 assets under management, offering retirement planning & investment advisory services to 280 clients. The firm is staffed with 3 experienced financial planners.
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 162785 |
| SEC# | 801-76921 |
| Assets Managed by Firm | $99,624,197 |
| No. of Clients | 280 |
| No. of Advisors | 3 |
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 280 | $99,624,197 |
| Individuals (other than high net worth individuals) | 152 | $52,233,618 |
| High net worth individuals | 37 | $47,390,579 |
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $79,457,379,980 | 1444 | 158 | |
| $78,252,229,704 | 130 | 135 | |
| $54,569,476,420 | 741 | 48 | |
| $30,011,530,941 | 3811 | 127 | |
| $26,738,929,617 | 39 | 84 |
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