WHITAKER-MYERS WEALTH MANAGERS, LTD. - Financial Advisor in Ohio, Mansfield

Tel: (330) 345-5000 1485 Lexington Ave. Mansfield, Ohio 44907

About WHITAKER-MYERS WEALTH MANAGERS, LTD.

WHITAKER-MYERS WEALTH MANAGERS, LTD. is a Mansfield, Ohio based financial advisory firm with nearly $513,028,918 in assets under management and provides investment advisory services for 7714 clients. There are currently 33 financial advisors at the firm.

General Information

Firm CRD#:

286093

Firm SEC#:

801-118404

Assets Under Management:

$513,028,918

No. of Clients:

7714

No. of Advisors:

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Selection for other advisors
Other (ESTATE PLANNING, BILL PAY SERVICES)

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees, Other (SELECTION OF OTHER ADVISERS FEES)

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Top Financial Advisory Firms in Ohio, Mansfield

FirmCRD#:106817

SEC#:801-51715

No. of Advisors:30

No. of Clients:2850

AUM:$1,728,525,085

Financial AdvisorFirmCRD#SEC#No. of ClientsNo. of AdvisorsAUM

PINNACLE ADVISORS

106817

801-51715

2850

$1,728,525,085

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