Miami Valley Portfolio Management Inc.

Miami Valley Portfolio Management Inc. (CRD# 106389) is a financial advisory firm headquartered in Brookville, OH. They manage $53,315,000 in 333 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    53
    MILLION
  • Total Number of Accounts
    333
    ACCOUNTS
  • Average Account Value
    $160,105
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
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.

FL, OH, TX

Financial Advisors at Miami Valley Portfolio Management Inc.
Showing 1 - 3 of 3 top financial advisors.
1
Michael A. Moran
CRD#: 1410722
475 Arlington Rd, Brookville, OH 45309
93
Wealthminder
score

Michael Moran (CRD# 1410722) is an Investment Advisor Representative working at Miami Valley Portfolio Management Inc. in Brookville, OH and has over 11 years of experience in the finance industry.

2
Kent A. Behnken
CRD#: 1407986
475 Arlington Rd, Brookville, OH 45309
83
Wealthminder
score

Kent Behnken (CRD# 1407986) is an Investment Advisor Representative working at Miami Valley Portfolio Management Inc. in Brookville, OH and has over 26 years of experience in the finance industry.

3
Scott E. Behnken
CRD#: 711263
475 Arlington Rd, Brookville, OH 45309
58
Wealthminder
score

Scott Behnken (CRD# 711263) is an Investment Advisor Representative working at Miami Valley Portfolio Management Inc. in Brookville, OH and has over 26 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.