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FAMILY WEALTH ADVISORY GROUP, LLC

Tel: 513-469-8100
7359 East Kemper Road
Suite A
Cincinnati, Ohio  45249

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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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