WEALTH DIMENSIONS FAMILY OFFICE, INC

7870 E Kemper Road
Suite 210
Cincinnati, Ohio 45249
Tel: (513) 945-1030

About WEALTH DIMENSIONS FAMILY OFFICE, INC

WEALTH DIMENSIONS FAMILY OFFICE, INC, formally registered with the SEC as WEALTH DIMENSIONS FAMILY OFFICE, INC. The firm was established in 06/24/2015. They have over 1 offices throughout the country.

WEALTH DIMENSIONS FAMILY OFFICE, INC is a Cincinnati, Ohio based Financial Planning firm with nearly $583,773,893 assets under management, offering retirement planning & investment advisory services to 118 clients. The firm is staffed with 16 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	266787
SEC#	801-100393
Assets Managed by Firm	$583,773,893
No. of Clients	118
No. of Advisors	16

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Selection for other advisors
Other (FAMILY OFFICE SERVICES; BILL-PAY)

Firm Client Information

	No. of Clients	AUM
Firm Total	118	$583,773,893
High net worth individuals	12	$583,198,632

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