Cash Balance Management, Inc.

Cash Balance Management, Inc. (CRD# 174451) is a financial advisory firm headquartered in New Albany, OH. They manage $200,000 in 1 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.


Financial Advisors at Cash Balance Management, Inc.
Showing 1 - 1 of 1 top financial advisors.
Scott R. McHenry
CRD#: 5061908
134 East Main Street, New Albany, OH 43054

Scott McHenry (CRD# 5061908) is an Investment Advisor Representative working at Cash Balance Management, Inc. in New Albany, OH and has over 12 years of experience in the finance industry.

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