Madeline
Hobbs

Corient

CRD#6954711
Investment Advisor
in Columbus, OH

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About this Advisor

Madeline Hobbs is a financial advisor based in Columbus, Ohio, working with Corient. Madeline has previously held positions at Mount Vernon Nazarene University, Miami University, Marysville First United Methodist Church, Nowe, Daugherty, And Assoc, Home Depot, Richwood Bank, Budros, Ruhlin & Roe, Marysville High School, Corient, Corient Services LLC, and Cipw Service Company, LLC. Madeline is registered to provide services in Ohio. Currently, Madeline is part of Corient, which operates out of Columbus, Ohio. The firm has 39 offices and 845 employees. The firm manages assets totaling $118.2 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 pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters, security rating services, market timing services, and educational seminars. The fee structure at Corient includes asset-based, hourly, fixed, performance-based, and other fees.

Certifications and Registrations

CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Publication of periodicals or newsletters, Security ratings or pricing services, Market timing services, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Performance-based Fees, Others

Office Location

1801 Watermark Drive Suite 300
Columbus, OH 43215

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Corient Brokerage Details

Total Assets Under Management

$118,191,936,095

OH Average: $1,855,561,029
Total Number of Employees

845

OH Average: 62
Total Number of Accounts

97,020

OH Average: 2,474
Average Account Size

$1,218,222

OH Average: $750,025

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Security ratings or pricing services
  • Market timing services
  • Educational seminars/workshops

Madeline Hobbs Work History

2023 - Present (1 year)

Corient Services LLC

2022 - Present (2 years)

Corient

2023 - 2023 (< 1 year)

Cipw Service Company, LLC

2019 - 2023 (4 years)

Budros, Ruhlin & Roe

2018 - 2018 (< 1 year)

Mount Vernon Nazarene University

2018 - 2018 (< 1 year)

Nowe, Daugherty, And Assoc

2018 - 2019 (1 year)

Richwood Bank

2017 - 2019 (2 years)

Mount Vernon Nazarene University

2016 - 2016 (< 1 year)

Miami University

2016 - 2018 (2 years)

Home Depot

2015 - 2016 (1 year)

Miami University

2014 - 2015 (1 year)

Marysville First United Methodist Church

2011 - 2015 (4 years)

Marysville High School

Disclosures

Please visit the SEC profile of Madeline Hobbs 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 Corient

Daniel Boldon
Chicago, IL
Linsey Winkler
Miami, FL
Jeremy Lam
Chicago, IL
Bryan Blades
Wayne, PA
Maria Wolters
Columbus, OH
Ashley Nimon
Wayne, PA
Matthew Broom
Atlanta, GA

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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