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Family Wealth Advisory Group, LLC

● SEC registered since 2004CRD 130595SEC# 801-62921Cincinnati, OH
Export (members)
Reg. AUM
$334.7M
Employees
7
Accounts
829
Location
Cincinnati, OH

Family Wealth Advisory Group, LLC assets under management

Family Wealth Advisory Group, LLC is a registered investment adviser overseen by the SEC based in Cincinnati, OH. The firm has been registered since 2004. It reports $334.7 million in regulatory assets under management and employs 7 people.
www.facebook.com/familywealthadvisorygroupView on SEC.gov ↗

Family Wealth Advisory Group, LLC owners & executives

1 reported
NameTitleOwnershipSince
Robert John Grossheim ControlMember And Chief Compliance OfficerOver 75%2002

Frequently asked questions

How much does Family Wealth Advisory Group, LLC manage?

Family Wealth Advisory Group, LLC reports $334.7 million in regulatory assets under management on its Form ADV.

How many employees does Family Wealth Advisory Group, LLC have?

Family Wealth Advisory Group, LLC reports 7 employees.

Where is Family Wealth Advisory Group, LLC located?

Family Wealth Advisory Group, LLC is based in Cincinnati, OH and has been SEC-registered since 2004.

Does Family Wealth Advisory Group, LLC disclose fund performance?

Family Wealth Advisory Group, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address7359 East Kemper Road, Suite a, Cincinnati, OH 45249
Phone513-469-8100
Fax800-295-6922
Office hours8:30 - 4:30
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$244.9M
Non-discretionary$89.8M
Total (RAUM)$334.7M