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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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