401 Advisor, LLC
401 Advisor, LLC (CRD# 126428) is a financial advisory firm headquartered in Centerville, OH. They manage $55,152,223 in 329 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management55MILLION
-
Total Number of Accounts329ACCOUNTS
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Average Account Value$167,636
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
OH, TX
Financial Advisors at 401 Advisor, LLC
1
William Deshurko (CRD# 1717919) is an Investment Advisor Representative working at 401 Advisor, LLC in Centerville, OH and has over 31 years of experience in the finance industry.
2
James Kilgore (CRD# 6695352) is an Investment Advisor Representative working at 401 Advisor, LLC in Centerville, OH and has over 7 years of experience in the finance industry.
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