Brass Tax Wealth Management
Brass Tax Wealth Management (CRD# 285249) is a financial advisory firm headquartered in Cincinnati, OH. They manage $674,300,000 in 2,414 accounts and serve the financial needs of clients across 4 states (or territories).
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Total Assets Under Management674MILLION
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Total Number of Accounts2,414ACCOUNTS
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Average Account Value$279,329
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
FL, IN, OH, TX
James Biggs (CRD# 6102027) is an Investment Advisor Representative working at Brass Tax Wealth Management in Cincinnati, OH and has over 11 years of experience in the finance industry.
Edward Campbell (CRD# 2713030) is an Investment Advisor Representative working at Brass Tax Wealth Management in Dublin, OH and has over 26 years of experience in the finance industry.
Jeffrey Clark (CRD# 1580853) is an Investment Advisor Representative working at Brass Tax Wealth Management in Cincinnati, OH and has over 16 years of experience in the finance industry.
Leah Schulte (CRD# 5946888) is an Investment Advisor Representative working at Brass Tax Wealth Management in Cincinnati, OH and has over 11 years of experience in the finance industry.
Neal Schulte (CRD# 1165181) is an Investment Advisor Representative working at Brass Tax Wealth Management in Cincinnati, OH and has over 23 years of experience in the finance industry.
Nicholas Schulte (CRD# 5197002) is an Investment Advisor Representative working at Brass Tax Wealth Management in Cincinnati, OH and has over 13 years of experience in the finance industry.
Greg Storen (CRD# 4143424) is an Investment Advisor Representative working at Brass Tax Wealth Management in Brownsburg, IN and has over 23 years of experience in the finance industry.
Joseph Zaidain (CRD# 3092471) is an Investment Advisor Representative working at Brass Tax Wealth Management in Cincinnati, OH and has over 24 years of experience in the finance industry.
Joseph Cavazos (CRD# 7228063) is an Investment Advisor Representative working at Brass Tax Wealth Management in Zionsville, IN and has over 3 years of experience in the finance industry.
Alexander Kiritschenko (CRD# 3158695) is an Investment Advisor Representative working at Brass Tax Wealth Management in Cincinnati, OH and has over 4 years of experience in the finance industry.