Whitcomb & Hess, Inc.
Whitcomb & Hess, Inc. (CRD# 121064) is a financial advisory firm headquartered in Ashland, OH. They manage $343,810,206 in 2,547 accounts and serve the financial needs of clients across 7 states (or territories).
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Total Assets Under Management344MILLION
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Total Number of Accounts2,547ACCOUNTS
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Average Account Value$134,986
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Publication of periodicals or newsletters
- Educational seminars/workshops
CA, FL, IN, NC, OH, PA, TX
Aaron Bates (CRD# 4657614) is an Investment Advisor Representative working at Whitcomb & Hess, Inc. in Ashland, OH and has 1 year of experience in the finance industry.
Ryan Gilmer (CRD# 5168946) is an Investment Advisor Representative working at Whitcomb & Hess, Inc. in Ashland, OH and has over 17 years of experience in the finance industry.
James Hess (CRD# 4550720) is an Investment Advisor Representative working at Whitcomb & Hess, Inc. in Ashland, OH and has over 10 years of experience in the finance industry.
Tammy Higgins (CRD# 6708077) is an Investment Advisor Representative working at Whitcomb & Hess, Inc. in Ashland, OH and has over 7 years of experience in the finance industry.
Timothy Hilterman (CRD# 5715595) is an Investment Advisor Representative working at Whitcomb & Hess, Inc. in Ashland, OH and has over 9 years of experience in the finance industry.
Christopher Nadler (CRD# 5934671) is an Investment Advisor Representative working at Whitcomb & Hess, Inc. in Ashland, OH and has over 12 years of experience in the finance industry.
Tracy Wells (CRD# 5514013) is an Investment Advisor Representative working at Whitcomb & Hess, Inc. in Ashland, OH and has over 12 years of experience in the finance industry.
Matthew Lefelhoc (CRD# 7371067) is an Investment Advisor Representative working at Whitcomb & Hess, Inc. in Ashland, OH and has over 3 years of experience in the finance industry.