|
⚲
|
| Cincinnati Asset Management Inc
✚
|
|
|---|---|
| CRD # | 104946 |
| SEC # | 801-34376 |
| CIK # | |
| AUM | $2.3 BB (2023-03-21) |
| Employees | 15 (53% Investors, 0% Brokers) |
| Phone | 513-554-8500 |
| Address | 8845 Governors Hill Drive Cincinnati, OH 45249-3317 |
| Source | [IAPD] [Website] |
| Total AUM ($BB) |
|---|
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 5,919 | 1.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 79 | 0.0 |
| (h) Charitable organizations | 67 | 0.1 |
| (i) State or municipal government entities | 3 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 2 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 367 | 0.3 |
| (n) Other | 0 | 0.0 |
| Total | 6,437 | 2.3 |
| By Discretionary | ||
| Discretionary | 6,437 | 2.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 6,437 | 2.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.2 | |
| United States Persons | 2.2 | |
| Total | 6,437 | 2.3 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Goelzer Investment Management Inc
✚
|
IN | 2.4 |
|
New England Private Wealth Advisors LLC
✚
|
MA | 2.4 |
|
Wellspring Financial Advisors LLC
✚
|
OH | 2.3 |
|
Southern Wealth Management LLP
✚
|
TX | 2.3 |
|
Larson Financial Group LLC
✚
|
MO | 2.3 |
|
Steele Capital Management Inc
✚
|
IA | 2.3 |
|
North Star Asset Management Inc
✚
|
WI | 2.3 |
|
Biltmore Family Office LLC
✚
|
NC | 2.3 |
|
Advisor Resource Council
✚
|
TX | 2.3 |
|
Resource Consulting Group Inc
✚
|
FL | 2.3 |