Cincinnati Wealth Management, Inc.

Cincinnati Wealth Management, Inc. (CRD# 291688) is a financial advisory firm headquartered in Cincinnati, OH. They manage $17,887,191 in 50 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
2161 St James Ave, Cincinnati, OH 45206
https://www.facebook.com/cincinnatiwealthmanagement/
By the Numbers
  • Total Assets Under Management
    18
    MILLION
  • Total Number of Accounts
    50
    ACCOUNTS
  • Average Account Value
    $357,744
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

OH

Financial Advisors at Cincinnati Wealth Management, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Ronald Mahorney, financial advisor Cincinnati OH
Ronald L. Mahorney
CRD#: 1790367
2161 St James Ave, Cincinnati, OH 45206

Ronald Mahorney (CRD# 1790367) is an Investment Advisor Representative working at Cincinnati Wealth Management, Inc. in Cincinnati, OH and has over 34 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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