What About Us Financial

What About Us Financial (CRD# 306116) is a financial advisory firm headquartered in , . They manage $25,756,820 in 161 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details

https://www.whataboutusfinancial.com/

By the Numbers

Total Assets Under Management

26

MILLION
Total Number of Accounts

161

ACCOUNTS
Average Account Value

$159,980

Compensation Options

A percentage of assets under your management
Hourly charges
Fixed fees (other than subscription fees)

Advisory Services Offered

Financial planning services
Portfolio management for individuals and/or small businesses
Selection of other advisers (including private fund managers)
Educational seminars/workshops

Types of Clients

Registered States

Registered Investment Advisor

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

CA, OH, TX

Financial Advisors at What About Us Financial

Showing 1 - 2 of 2 top financial advisors.

Carolyn J. Cook

CRD#: 5278356

Bellbrook, OH

Carolyn Cook (CRD# 5278356) is an Investment Advisor Representative working at What About Us Financial in Bellbrook, OH and has over 17 years of experience in the finance industry.

Austin Barnard

CRD#: 7494710

Bellbrook, OH

Austin Barnard (CRD# 7494710) is an Investment Advisor Representative working at What About Us Financial in Bellbrook, OH and has over 2 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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