BRASS TAX WEALTH MANAGEMENT

Tel: 513-605-3394 4755 Cornell Road Suite 102a Cincinnati, Ohio 45241

About BRASS TAX WEALTH MANAGEMENT

BRASS TAX WEALTH MANAGEMENT is a Cincinnati, Ohio based financial advisory firm with nearly $674,300,000 in assets under management and provides investment advisory services for 2414 clients. There are currently 12 financial advisors at the firm.

General Information
Firm CRD#:

285249

Firm SEC#:

801-111006

Assets Under Management:

$674,300,000

No. of Clients:

2414

Advisory Services Provided:

Financial planning services, Portfolio management for individuals and/or small businesses, Pesnsion consulting services, Selection for other advisors, Education seminars/workshops

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