CONSOLIDATED FINANCIAL
Dublin, Ohio
5.0
4 Reviews
Consolidated Financial, headquartered in Dublin, OH, is a small investment advisory firm offering a range of financial services. With a team of five dedicated professionals, including three investment advisors, Consolidated Financial is committed to providing expert guidance and managing assets on behalf of their clients. On average, each investment advisor oversees approximately $96,560,000 in assets under management, reflecting the industry average.
The firm's compensation structure is diverse and flexible, incorporating various methods such as a percentage of assets under management, fixed fees, and hourly charges. This ensure...
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Assets Under Mgmt
$379M
Investment Professionals
3
Locations
0
% 401K & Individual
% Discretionary
Compensation Structure
A percentage of assets under your management
Hourly Charges
Fixed Fees
Commissions
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pension consulting services
Selection of other advisers
Other Business Activities
Insurance broker or agent
Disclosures
Do any of the events below involve you or any of your supervised persons?
Found to have made false statement, ommision, unfair or Unethical by federal regulatory agency
Found to have been involved in a violation of investment regulations or statutes by Federal regulatory agency
Orders brought against in connection to investment related activities (10yrs)
Had investment related business activity restricted by federal regulatory agency
Articles
Articles
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