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MIAMI VALLEY PORTFOLIO MANAGEMENT INC

Tel: 937-833-4043
475 Arlington Road
Brookville, Ohio  45309

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MIAMI VALLEY PORTFOLIO MANAGEMENT INC

MIAMI VALLEY PORTFOLIO MANAGEMENT INC is a Brookville, Ohio based financial advisory firm with nearly $153,303,648 in assets under management and provides investment advisory services for 978 clients. There are currently 4 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial planning services , Portfolio management for individuals and/or small businesses

Fee Structure:

A percentage of AUM, Hourly charges

Firm CRD#:

106389

SEC#:

801-121421

No. of Clients:

978

Assets under Management

$153,303,648

No. of Advisors:

4

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