Cunningham Wealth Management

Cunningham Wealth Management (CRD# 148023) is a financial advisory firm headquartered in Broadview Heights, OH. They manage $65,359,487 in 274 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
60 Eagle Valley Court, Broadview Heights, OH 44147
https://www.c-p-a.com
By the Numbers
  • Total Assets Under Management
    65
    MILLION
  • Total Number of Accounts
    274
    ACCOUNTS
  • Average Account Value
    $238,538
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

NC, OH, SC

Financial Advisors at Cunningham Wealth Management
Showing 1 - 4 of 4 top financial advisors.
1
Glenn Cunningham, financial advisor Broadview Heights OH
Glenn N. Cunningham
CRD#: 3194874
60 Eagle Valley Court, Broadview Heights, OH 44147

Glenn Cunningham (CRD# 3194874) is an Investment Advisor Representative working at Cunningham Wealth Management in Broadview Heights, OH and has over 24 years of experience in the finance industry.

2
James Davis, financial advisor Broadview Heights OH
James L. Davis
CRD#: 4685981
60 Eagle Valley Court, Broadview Heights, OH 44147

James Davis (CRD# 4685981) is an Investment Advisor Representative working at Cunningham Wealth Management in Broadview Heights, OH and has 1 year of experience in the finance industry.

3
Daniel Cunningham, financial advisor Broadview Heights OH
Daniel P. Cunningham
CRD#: 7094566
60 Eagle Valley Court, Broadview Heights, OH 44147

Daniel Cunningham (CRD# 7094566) is an Investment Advisor Representative working at Cunningham Wealth Management in Broadview Heights, OH and has over 3 years of experience in the finance industry.

4
Kyle Kennedy, financial advisor Broadview Heights OH
Kyle E. Kennedy
CRD#: 7503006
60 Eagle Valley Court, Broadview Heights, OH 44147

Kyle Kennedy (CRD# 7503006) is an Investment Advisor Representative working at Cunningham Wealth Management in Broadview Heights, OH and has over 3 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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