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FAMILY WEALTH ADVISORY GROUP, LLC
Tel: 513-469-8100
7359 East Kemper Road Suite A
Cincinnati, Ohio 45249
FAMILY WEALTH ADVISORY GROUP, LLC
FAMILY WEALTH ADVISORY GROUP, LLC is a Cincinnati, Ohio based financial advisory firm with nearly $273,889,797 in assets under management and provides investment advisory services for 732 clients. There are currently 6 financial advisors at the firm.
General Information
Advisory Services Provided:
Financial planning services , Portfolio management for individuals and/or small businesses , Other (MATTERS NOT INVOLVING SECURITIES)
Fee Structure:
A percentage of AUM, Fixed fees
Firm CRD#:
130595
SEC#:
801-62921
No. of Clients:
732
Assets under Management
$273,889,797
No. of Advisors:
6
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