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Miami Valley Portfolio Management Inc
Brookville, Ohio
Miami Valley Portfolio Management Inc is a small investment advisory firm based out of Brookville, OH, with three offices. With a total of four employees, three of whom specialize in investment advisory services, the company is dedicated to providing expert financial guidance to its clients. With an average of $43,420,000 in assets under management per investment advisor, they demonstrate a strong track record in managing wealth.
Miami Valley Portfolio Management Inc's compensation structure encompasses various methods, including a percentage of assets under management and hourly charges, ensuring flexibility for clients. A notab...see more
Assets Under Mgmt
$130.27M
Investment Professionals
3
Locations
2
% 401K & Individual
% Discretionary
Compensation Structure
- A percentage of assets under your management
- Hourly Charges
Services Provided Section
- Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Reviews for Miami Valley Portfolio Management Inc
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