Anthony
Saba

Bahl & Gaynor Inc

CRD#2911105
Investment Advisor
in Cincinnati, OH

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About this Advisor

Anthony Saba is a financial advisor based in Cincinnati, Ohio, working with Bahl & Gaynor Inc. Anthony has previously held positions at Advisors Asset Management, Inc, First Trust Advisors L.P, Quasar Distributors, LLC, First Trust Portfolios L.P, and Bg Is, LLC. Anthony has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Delaware, Illinois, Maryland, New Jersey, North Carolina, Pennsylvania, Virginia, and West Virginia. Currently, Anthony is part of Bahl & Gaynor Inc, which operates out of Cincinnati, Ohio. The firm has 1 office and 67 employees. The firm manages assets totaling $18.0 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for institutional clients, selection of other advisers, publication of newsletters, and educational seminars. The fee structure at Bahl & Gaynor Inc includes asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for businesses or institutional clients, Selection of other advisers, Publication of periodicals or newsletters, Educational seminars/workshops

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

255 East Fifth Street Suite 2700
Cincinnati, OH 45202

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Bahl & Gaynor Inc Brokerage Details

Total Assets Under Management

$18,029,870,757

OH Average: $2,106,341,625
Total Number of Employees

67

OH Average: 34
Total Number of Accounts

2,979

OH Average: 1,972
Average Account Size

$6,052,323

OH Average: $1,068,125

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Educational seminars/workshops

Anthony Saba Work History

2023 - Present (1 year)

Quasar Distributors, LLC

2023 - Present (1 year)

Bg Is, LLC

2021 - 2023 (2 years)

First Trust Advisors L.P

2021 - 2023 (2 years)

First Trust Portfolios L.P

2007 - 2021 (14 years)

Advisors Asset Management, Inc

Disclosures

Please visit the SEC profile of Anthony Saba to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Bahl & Gaynor Inc

Amy Henegan
Princeton, NJ
Jeffrey Rosen
Cincinnati, OH
Aaron Krauss
Brookhaven, GA
Nicolas Werthman
East Lansing, MI
Chloe Hunt
Cincinnati, OH
Joseph Beshara
Tampa, FL
Jayme Fox
Monument, CO
Kevin Boman
Princeton, NJ

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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