OWNERSHIP ADVISORS, INC.

OWNERSHIP ADVISORS, INC. of CLEVELAND, OH is an SEC-registered investment adviser (CRD 109801). Regulatory assets under management: $4.2M.

Registration

• CRD: 109801
• SEC file number: 801-55910
• Type: Registered investment adviser
• Location: 9150 SOUTH HILLS BOULEVARD, SUITE 330, CLEVELAND, OH, 44147
• Phone: 440-526-2525
• Latest filing: 2002-07-19
• Regulatory AUM: $4.2M
• Discretionary AUM: $3.1M
• Non-discretionary AUM: $1.2M
• Clients: 1
• Accounts: 19

Officers, owners & control persons (1)

More on this firm

• Form ADV Part 2 brochure
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• This page as markdown (for LLM agents)
• CRD 109801 on SEC IAPD (source of record)
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