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CONSOLIDATED FINANCIAL
5850 Venture Drive
Suite A
Dublin, Ohio 43017
Tel: 614-932-0000
About CONSOLIDATED FINANCIAL
CONSOLIDATED FINANCIAL, formally registered with the SEC as CONSOLIDATED FINANCIAL. The firm was established in 04/23/2018. They have over 1 offices throughout the country.
CONSOLIDATED FINANCIAL is a Dublin, Ohio based Financial Planning firm with nearly $441,210,106 assets under management, offering retirement planning & investment advisory services to 1348 clients. The firm is staffed with 5 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 119695 |
| SEC# | 801-112968 |
| Assets Managed by Firm | $441,210,106 |
| No. of Clients | 1348 |
| No. of Advisors | 5 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
- Commission Based
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1348 | $441,210,106 |
| Individuals (other than high net worth individuals) | 567 | $103,139,937 |
| High net worth individuals | 60 | $68,759,957 |
| Pension and profit sharing plans | 62 | $269,310,212 |
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|---|---|---|---|
| $79,457,379,980 | 1444 | 158 | |
| $78,252,229,704 | 130 | 135 | |
| $54,569,476,420 | 741 | 48 | |
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| $26,738,929,617 | 39 | 84 |
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