Cleveland Capital Management

Cleveland Capital Management (CRD# 145950) is a financial advisory firm headquartered in Rocky River, OH. They manage $44,893,650 in 2 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    45
    MILLION
  • Total Number of Accounts
    2
    ACCOUNTS
  • Average Account Value
    $22,446,825
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for businesses (other than small businesses) or institutional clients
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.

OH

Financial Advisors at Cleveland Capital Management
Showing 1 - 1 of 1 top financial advisors.
1
Wade I. Massad
CRD#: 1935455
1250 Linda St. Suite 304, Rocky River, OH 44116
93
Wealthminder
score

Wade Massad (CRD# 1935455) is an Investment Advisor Representative working at Cleveland Capital Management in Rocky River, OH and has over 18 years of experience in the finance industry.

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