No longer SEC-registered. Brass Tax Wealth Management, Inc. appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$860.2M
Employees
29
Accounts
2,872
Location
Cincinnati, OH
Brass Tax Wealth Management, Inc. assets under management
Brass Tax Wealth Management, Inc. is an investment advisory firm registered with the SEC based in Cincinnati, OH. It reports $860.2 million in regulatory assets under management and employs 29 people.
How much does Brass Tax Wealth Management, Inc. manage?
Brass Tax Wealth Management, Inc. reports $860.2 million in regulatory assets under management on its Form ADV.
How many employees does Brass Tax Wealth Management, Inc. have?
Brass Tax Wealth Management, Inc. reports 29 employees.
Where is Brass Tax Wealth Management, Inc. located?
Brass Tax Wealth Management, Inc. is based in Cincinnati, OH.
Does Brass Tax Wealth Management, Inc. disclose fund performance?
Brass Tax Wealth Management, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
Address
4755 Cornell Road, Suite 102a, Cincinnati, OH 45241