Isaacs & Associates, LLC

Isaacs & Associates, LLC (CRD# 324222) is a financial advisory firm headquartered in Cincinnati, OH. They manage $39,762,254 in 238 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
4270 Ivy Pointe Blvd, Suite 100, Cincinnati, OH 49245
By the Numbers
  • Total Assets Under Management
    40
    MILLION
  • Total Number of Accounts
    238
    ACCOUNTS
  • Average Account Value
    $167,068
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

OH

Financial Advisors at Isaacs & Associates, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Ray Isaacs, financial advisor Cincinnati OH
Ray A. Isaacs
CRD#: 1205809
4270 Ivy Pointe Blvd, Suite 100, Cincinnati, OH 49245

Ray Isaacs (CRD# 1205809) is an Investment Advisor Representative working at Isaacs & Associates, LLC in Cincinnati, OH and has over 25 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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