Robert
Grossheim
Family Wealth Advisory Group, LLC
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About this Advisor
Robert Grossheim is a certified financial planner working in Cincinnati, Ohio who has 19 years of relevant experience. Grossheim works at Family Wealth Advisory Group, LLC. They have spent their complete time as a financial advisor at Family Wealth Advisory Group, Llc. Grossheim has Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is approved to serve investors in Ohio. Family Wealth Advisory Group, LLC is a business that has its headquarters in Cincinnati, OH. It oversees $232 million in assets under management across its 760 customer accounts, making it one of the mid-sized investment advisory firms in the United States by assets under management. Of its 760 customer accounts, 39% are held by high-net-worth individuals who have at least $1 million in assets. Family Wealth Advisory Group, LLC offers a few services, such as financial planning services, portfolio management for individuals and small businesses and other services. Fees for financial management largely depend on the type of services. However, fee types charged by Family Wealth Advisory Group, LLC can consist of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Family Wealth Advisory Group, LLC Brokerage Details
$232,267,107
6
760
$305,615
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other
Robert Grossheim Work History
Robert has been registered as a financial advisor for 19 years.*
Family Wealth Advisory Group LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Robert Grossheim 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 Family Wealth Advisory Group, LLC
Cincinnati, OH
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Cincinnati, OH
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The content in this profile was updated by SmartAsset on 4/16/2023. 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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
