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CONSOLIDATED FINANCIAL
Tel: 614-932-0000
5850 Venture Drive Suite A
Dublin, Ohio 43017
CONSOLIDATED FINANCIAL
CONSOLIDATED FINANCIAL is a Dublin, Ohio based financial advisory firm with nearly $441,210,106 in assets under management and provides investment advisory services for 1348 clients. There are currently 5 financial advisors at the firm.
General Information
Advisory Services Provided:
Financial planning services , Portfolio management for individuals and/or small businesses , Portfolio management for businesses or institutional clients , Pesnsion consulting services , Selection for other advisors
Fee Structure:
A percentage of AUM, Hourly charges, Fixed fees, Commission Based
Firm CRD#:
119695
SEC#:
801-112968
No. of Clients:
1348
Assets under Management
$441,210,106
No. of Advisors:
5
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