Richwood Investment Advisors, LLC

Richwood Investment Advisors, LLC (CRD# 153550) is a financial advisory firm headquartered in Cincinnati, OH. They manage $123,097,078 in 453 accounts and serve the financial needs of clients across 6 states (or territories).

Current Firm Details

5082 Wooster Road, Suite 100, Cincinnati, OH 45226

http://www.richwoodia.com/

By the Numbers

Total Assets Under Management

123

MILLION
Total Number of Accounts

453

ACCOUNTS
Average Account Value

$271,737

Compensation Options

A percentage of assets under your management

Advisory Services Offered

Financial planning services
Portfolio management for individuals and/or small businesses

Types of Clients

Registered States

Registered Investment Advisor

The map below shows states where this firm has explicit registration only.

IL, KY, MI, OH, TX, VA

Financial Advisors at Richwood Investment Advisors, LLC

Showing 1 - 2 of 2 top financial advisors.

Debora A. Caley

CRD#: 2961803

5082 Wooster Road, Suite 100, Cincinnati, OH 45226

Debora Caley (CRD# 2961803) is an Investment Advisor Representative working at Richwood Investment Advisors, LLC in Cincinnati, OH and has over 16 years of experience in the finance industry.

Lori L. Noelcke

CRD#: 2395647

5082 Wooster Road, Suite 100, Cincinnati, OH 45226

Lori Noelcke (CRD# 2395647) is an Investment Advisor Representative working at Richwood Investment Advisors, LLC in Cincinnati, OH and has over 30 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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