Cincinnati Asset Management Inc
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Overview
Cincinnati Asset Management Inc is a financial advisory firm headquartered in Cincinnati, Ohio. It oversees $2.3 billion in assets under management over 6,437 client accounts, placing it among the largest investment advisory firms in the United States by assets under management (AUM). The company has a small team, including 8 financial advisors. Cincinnati Asset Management Inc is not a registered broker-dealer, signifying that the advisor is not able to buy and sell securities for its customers' and own accounts and instead must go through a broker-dealer firm to do so. Securities are defined as tradable fiscal investments like equities, options and bonds.
Cincinnati Asset Management Inc administers all of the company's accounts in a discretionary manner. Discretionary management signifies that an investment advisor makes buy and sell choices without requiring the client's consent. The firm's typical account size is $361,203. An average financial advisor at Cincinnati Asset Management Inc oversees about 805 client accounts.
Cincinnati Asset Management Inc's central office is at 8845 Governor'S Hill Drive, Cincinnati, Ohio 45249-3317. Cincinnati Asset Management Inc is legally permitted to serve investors throughout 50 U.S. states and territories.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Cincinnati Asset Management Inc by the Numbers
$2.3 billion
15
6,437
$361.2 thousand
Fee Structure
Fees charged by financial advisors typically are based on which service is provided. However, fees billed by Cincinnati Asset Management Inc typically consist of the following fee type: asset-based. Wrap fee programs, or the practice of bundling services for a single fee, are offered by Cincinnati Asset Management Inc.
Available
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Offered by 69% of firms
Percentage of Assets
Unavailable
-
Find one of the 21% of firms that offer this fee type
Hourly
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Find one of the 1% of firms that offer this fee type
Commissions
-
Find one of the 26% of firms that offer this fee type
Performance-based
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Find one of the 0% of firms that offer this fee type
Subscription
-
Find one of the 32% of firms that offer this fee type
Fixed
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
The company manages money for a number of different customers. It provides services to high net worth investors, pension plans, charitable organizations, state or municipal government entities, insurance companies and corporations. Out of its 6,437 accounts, Cincinnati Asset Management Inc's biggest client group is high net worth investors, although it also caters to 5,919 high-net-worth individuals. A high-net-worth individual is defined by the SEC as an individual who has at least $750,000 in AUM or a net worth of at least $1.50 million or who is considered a "qualified purchaser" (a standard met by having at least $5 million in investments). Just 5% of the firm's accounts are from outside of the U.S.
- High-Net-Worth Individuals* - 91.95%
- Other Individuals - 0%
- Corporations - 7.01%
- Charitable Organizations - 1.04%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Cincinnati Asset Management Inc does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at Cincinnati Asset Management Inc
Cincinnati, OH
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