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HORAN WEALTH MANAGEMENT
Tel: 513-745-0707
8044 Montgomery Rd Ste 640
Cincinnati, Ohio 45236
HORAN WEALTH MANAGEMENT
HORAN WEALTH MANAGEMENT is a Cincinnati, Ohio based financial advisory firm with nearly $545,224,456 in assets under management and provides investment advisory services for 2212 clients. There are currently 27 financial advisors at the firm.
General Information
Advisory Services Provided:
Financial planning services , Portfolio management for individuals and/or small businesses , Pesnsion consulting services , Publication of periodicals and newsletters , Education seminars/workshops
Fee Structure:
A percentage of AUM, Hourly charges, Fixed fees
Firm CRD#:
40794
SEC#:
801-107181
No. of Clients:
2212
Assets under Management
$545,224,456
No. of Advisors:
27
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