WEALTH MANAGEMENT SERVICES OF CINCINNATI, LLC
CRD #121271 SEC #801-62400 FORT MITCHELL, KY 859-331-3300
SEC Registered
Total AUM
$14.8M
Discretionary
$14.8M
Employees
5
Clients
25
Accounts
22
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2004 | $19.4M | $19.4M | $0 | 5 | -- |
| Mar 2004 | $18.8M | $18.8M | $0 | 5 | -- |
| Oct 2003 | $14.8M | $14.8M | $0 | 5 | -- |
DateApr 2004
Total AUM$19.4M
Discretionary$19.4M
Non-Disc.$0
Employees5
Clients--
DateMar 2004
Total AUM$18.8M
Discretionary$18.8M
Non-Disc.$0
Employees5
Clients--
DateOct 2003
Total AUM$14.8M
Discretionary$14.8M
Non-Disc.$0
Employees5
Clients--