Miami Valley Portfolio Management Inc.

Miami Valley Portfolio Management Inc. (CRD# 106389) is a financial advisory firm headquartered in Brookville, OH. They manage $153,303,648 in 978 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
475 Arlington Road, Brookville, OH 45309
http://www.mvp24-7.com
By the Numbers
  • Total Assets Under Management
    153
    MILLION
  • Total Number of Accounts
    978
    ACCOUNTS
  • Average Account Value
    $156,752
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
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 - 4 of 4 top financial advisors.
1
Kent Behnken, financial advisor Brookville OH
Kent A. Behnken
CRD#: 1407986
475 Arlington Rd, Brookville, OH 45309

Kent Behnken (CRD# 1407986) is an Investment Advisor Representative working at Miami Valley Portfolio Management Inc. in Brookville, OH and has over 33 years of experience in the finance industry.

2
Scott Behnken, financial advisor Brookville OH
Scott E. Behnken
CRD#: 711263
475 Arlington Rd, Brookville, OH 45309

Scott Behnken (CRD# 711263) is an Investment Advisor Representative working at Miami Valley Portfolio Management Inc. in Brookville, OH and has over 33 years of experience in the finance industry.

3
Michael Moran, financial advisor Brookville OH
Michael A. Moran
CRD#: 1410722
475 Arlington Rd, Brookville, OH 45309

Michael Moran (CRD# 1410722) is an Investment Advisor Representative working at Miami Valley Portfolio Management Inc. in Brookville, OH and has over 18 years of experience in the finance industry.

4
Tyler Behnken, financial advisor Brookville OH
Tyler G. Behnken
CRD#: 6205854
475 Arlington Road, Brookville, OH 45309

Tyler Behnken (CRD# 6205854) is an Investment Advisor Representative working at Miami Valley Portfolio Management Inc. in Brookville, OH and has 1 year 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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