Daniel
Downing

Touchstone Advisors Inc

CRD#7032289
Investment Advisor
in Cincinnati, OH

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About this Advisor

Daniel Downing is a financial advisor based in Cincinnati, Ohio, working with Touchstone Advisors Inc. Daniel has previously held positions at Xavier University, Fhlb Cincinnati, Kitchen 1883, Montage Beverly Hills, Touchstone Securities, Ifs Financial Services, and Total Quality Logistics. Daniel has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Ohio. Currently, Daniel is part of Touchstone Advisors Inc, which operates out of Cincinnati, Ohio. The firm has 84 employees and manages assets totaling $26.7 billion. The services offered by the firm include portfolio management for investment companies and the selection of other advisers. The fee structure at Touchstone Advisors Inc includes asset-based fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Portfolio management for investment companies, Selection of other advisers

Fee Structure

Percentage of Assets

Office Location

303 Broadway Suite 1100
Cincinnati, OH 45202-4203

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Touchstone Advisors Inc Brokerage Details

Total Assets Under Management

$26,738,929,617

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

84

OH Average: 34
Total Number of Accounts

39

OH Average: 1,972
Average Account Size

$685,613,580

OH Average: $1,068,125

Investment Advisory Services

  • Portfolio management for investment companies
  • Selection of other advisers

Daniel Downing Work History

2018 - Present (6 years)

Touchstone Securities

2018 - Present (6 years)

Ifs Financial Services

2018 - 2018 (< 1 year)

Montage Beverly Hills

2017 - 2018 (1 year)

Kitchen 1883

2016 - 2017 (1 year)

Total Quality Logistics

2015 - 2016 (1 year)

Fhlb Cincinnati

2014 - 2014 (< 1 year)

Xavier University

2014 - 2015 (1 year)

Xavier University

Disclosures

Please visit the SEC profile of Daniel Downing 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 Touchstone Advisors Inc

Daniel Downing
Cincinnati, OH
Anthony Resendes
Cincinnati, OH
Jacob Willis
Cincinnati, OH
Samuel Mathews
Cincinnati, OH
Juan Uran Munoz
Cincinnati, OH
Andrew Hall
Cincinnati, OH
Kenneth Fish
Stewart Manor, NY
Emily Barnes
Cincinnati, OH

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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