INVEST CAPITAL PARTNERS - Financial Advisor in Ohio, Springboro

Tel: 937-557-3200 550 S. Main Street Springboro, Ohio 45066

About INVEST CAPITAL PARTNERS

INVEST CAPITAL PARTNERS is a Springboro, Ohio based financial advisory firm with nearly $229,325,324 in assets under management and provides investment advisory services for 1200 clients. There are currently 11 financial advisors at the firm.

General Information

Firm CRD#:

287987

Firm SEC#:

801-110218

Assets Under Management:

$229,325,324

No. of Clients:

1200

No. of Advisors:

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Education seminars/workshops

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

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

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