William
Sloneker
Cincinnati Asset Management Inc
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About this Advisor
William Sloneker is a financial advisor based out of Cincinnati, Ohio with 24 years of relevant experience. Sloneker is an employee of Cincinnati Asset Management Inc. They have worked at Cincinnati Asset Management Inc for all of their career. Sloneker maintains a Series 65 license, certifying them as an investment advisor representative, and is registered to serve investors in Ohio and Texas. Cincinnati Asset Management Inc is a firm that has its headquarters in Cincinnati, OH. It administers $2 billion in assets between its 6,437 customer accounts, making it one of the biggest firms in the country by assets under management. The firm provides financial advice to 67 charities and foundations. Of its 6,437 accounts, 92% are associated with high-net-worth clients who have at least $1 million in assets. The advisory firm performs a set of services, including portfolio management for individuals and small businesses and portfolio management for institutional clients. Fees for financial advice largely depend on which services the firm provides the client. Fee types billed by Cincinnati Asset Management Inc typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Cincinnati Asset Management Inc Brokerage Details
$2,325,063,034
15
6,437
$361,203
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
William Sloneker Work History
William has been registered as a financial advisor for 24 years.*
Cincinnati Asset Management Inc
*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 William Sloneker 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 Cincinnati Asset Management Inc
Cincinnati, OH
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