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INVEST CAPITAL PARTNERS

Tel: 937-557-3200
550 S. Main Street
Springboro, Ohio  45066

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INVEST CAPITAL PARTNERS

INVEST CAPITAL PARTNERS is a Springboro, Ohio based financial advisory firm with nearly $229,325,324 in assets under management and provides investment advisory services for 1200 clients. There are currently 11 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 , Education seminars/workshops

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

Firm CRD#:

287987

SEC#:

801-110218

No. of Clients:

1200

Assets under Management

$229,325,324

No. of Advisors:

11

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