RICHWOOD INVESTMENT ADVISORS, LLC

5082 Wooster Road
Suite 100
Cincinnati, Ohio 45226
Tel: (513) 871-0123

About RICHWOOD INVESTMENT ADVISORS, LLC

RICHWOOD INVESTMENT ADVISORS, LLC, formally registered with the SEC as RICHWOOD INVESTMENT ADVISORS, LLC. The firm was established in 06/17/2021. They have over 1 offices throughout the country.

RICHWOOD INVESTMENT ADVISORS, LLC is a Cincinnati, Ohio based Financial Planning firm with nearly $123,097,078 assets under management, offering retirement planning & investment advisory services to 453 clients. The firm is staffed with 3 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	153550
SEC#	801-121520
Assets Managed by Firm	$123,097,078
No. of Clients	453
No. of Advisors	3

Fee Structure

A percentage of AUM

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses

Firm Client Information

	No. of Clients	AUM
Firm Total	453	$123,097,078
Individuals (other than high net worth individuals)	90	$24,612,377
High net worth individuals	64	$98,484,701

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