CONSOLIDATED FINANCIAL - Financial Advisor in Ohio, Dublin

Tel: 614-932-0000 5850 Venture Drive Suite A Dublin, Ohio 43017

About CONSOLIDATED FINANCIAL

CONSOLIDATED FINANCIAL is a Dublin, Ohio based financial advisory firm with nearly $441,210,106 in assets under management and provides investment advisory services for 1348 clients. There are currently 5 financial advisors at the firm.

General Information

Firm CRD#:

119695

Firm SEC#:

801-112968

Assets Under Management:

$441,210,106

No. of Clients:

1348

No. of Advisors:

Advisory Services Provided:

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pesnsion consulting services, Selection for other advisors

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees, Commission Based

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