Ownership Advisors, Inc. (Cleveland)

Ownership Advisors provides financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. It prepares financial plans for more than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Ownership Advisors: assets under management

The assets under management (AUM) of Ownership Advisors, Inc. is $4.24 million. The firm's AUM has grown by 2% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $3.06 million in discretionary accounts and $1.18 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $180.09 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $588.84 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Ownership Advisors, Inc. for their services and products based on a percentage of assets under management, hourly charges, fixed fees, and commissions. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Ownership Advisors, Inc.

Richard Douglas Tanner has been acting as President since 1 Sep 1998. Richard D. Tanner joined the executive team most recently as the President.

Direct owners and executive officers

Based in Cleveland

The principal office where Ownership Advisors, Inc. performs its advisory services is located at 9150 South Hills Boulevard, Suite 330, Cleveland, OH 44147, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 440-526-2525 or by fax 440-526-4328. The normal business hours are 8:30 am - 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at www.ownershipadvisors.com.

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