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CONSOLIDATED FINANCIAL

5850 Venture Drive
Suite A
Dublin, Ohio 43017
Tel: 614-932-0000

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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 StatusApproved
Firm CRD#119695
SEC#801-112968
Assets Managed by Firm$441,210,106
No. of Clients1348
No. of Advisors5

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 ClientsAUM
Firm Total1348$441,210,106
Individuals (other than high net worth individuals)567$103,139,937
High net worth individuals60$68,759,957
Pension and profit sharing plans62$269,310,212

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