VIKING PARTNERS ADVISORS

8044 Montgomery Road, Suite 600
Cincinnati, Ohio 45236
Tel: 513-793-9919

About VIKING PARTNERS ADVISORS

VIKING PARTNERS ADVISORS, formally registered with the SEC as VIKING PARTNERS ADVISORS. The firm was established in 08/31/2022. They have over 1 offices throughout the country.

VIKING PARTNERS ADVISORS is a Cincinnati, Ohio based Financial Planning firm with nearly $464,019,509 assets under management, offering retirement planning & investment advisory services to 7 clients. The firm is staffed with 2 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	321989
SEC#	801-126472
Assets Managed by Firm	$464,019,509
No. of Clients	7
No. of Advisors	2

Fee Structure

A percentage of AUM
Performance Based

Advisory Services Provided

Portfolio management for pooled investment vehicles

Firm Client Information

	No. of Clients	AUM
Firm Total	7	$464,019,509

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