Cassady Schiller Wealth Management, LLC
Cassady Schiller Wealth Management, LLC (CRD# 129113) is a financial advisory firm headquartered in Cincinnati, OH. They manage $517,413,598 in 900 accounts and serve the financial needs of clients across 8 states (or territories).
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Total Assets Under Management517MILLION
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Total Number of Accounts900ACCOUNTS
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Average Account Value$574,904
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
CA, CO, FL, IL, IN, KY, OH, TX
Michael Clark (CRD# 4060431) is an Investment Advisor Representative working at Cassady Schiller Wealth Management, LLC in Cincinnati, OH and has over 24 years of experience in the finance industry.
James McGrath (CRD# 3074399) is an Investment Advisor Representative working at Cassady Schiller Wealth Management, LLC in Cincinnati, OH and has over 25 years of experience in the finance industry.
Timothy Witham (CRD# 5896121) is an Investment Advisor Representative working at Cassady Schiller Wealth Management, LLC in Cincinnati, OH and has over 12 years of experience in the finance industry.
Garrett Cobb (CRD# 7110510) is an Investment Advisor Representative working at Cassady Schiller Wealth Management, LLC in Cincinnati, OH and has over 2 years of experience in the finance industry.
Ethan Jackson (CRD# 7140135) is an Investment Advisor Representative working at Cassady Schiller Wealth Management, LLC in Cincinnati, OH and has over 4 years of experience in the finance industry.
Luke Kremzar (CRD# 7656551) is an Investment Advisor Representative working at Cassady Schiller Wealth Management, LLC in Cincinnati, OH and has 1 year of experience in the finance industry.
Elise Schulok (CRD# 7757999) is an Investment Advisor Representative working at Cassady Schiller Wealth Management, LLC in Cincinnati, OH and has 1 year of experience in the finance industry.