Family Wealth Advisory Group, LLC
Family Wealth Advisory Group, LLC (CRD# 130595) is a financial advisory firm headquartered in Cincinnati, OH. They manage $232,267,107 in 760 accounts and serve the financial needs of clients across 5 states (or territories).
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Total Assets Under Management232MILLION
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Total Number of Accounts760ACCOUNTS
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Average Account Value$305,615
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other
FL, IN, KY, LA, OH
Robert Grossheim (CRD# 2085822) is an Investment Advisor Representative working at Family Wealth Advisory Group, LLC in Cincinnati, OH and has over 32 years of experience in the finance industry.
James Hoskins (CRD# 4649373) is an Investment Advisor Representative working at Family Wealth Advisory Group, LLC in Cincinnati, OH and has over 20 years of experience in the finance industry.
Herbert Huesman (CRD# 1244633) is an Investment Advisor Representative working at Family Wealth Advisory Group, LLC in Fairfield, OH and has over 27 years of experience in the finance industry.
Benjamin Linser (CRD# 4104588) is an Investment Advisor Representative working at Family Wealth Advisory Group, LLC in Cincinnati, OH and has over 24 years of experience in the finance industry.
Susan Rushworth (CRD# 2906139) is an Investment Advisor Representative working at Family Wealth Advisory Group, LLC in Cincinnati, OH and has 1 year of experience in the finance industry.