FAMILY WEALTH ADVISORY GROUP, LLC

FAMILY WEALTH ADVISORY GROUP, LLC of CINCINNATI, OH is an SEC-registered investment adviser (CRD 130595). Regulatory assets under management: $396.2M.

Registration

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth, Other.

Officers, owners & control persons (3)

NameRoleLocation
Robert John GrossheimMEMBER AND CHIEF COMPLIANCE OFFICER
GROSSHEIM ROBERT JOHNMEMBER; MEMBER AND CHIEF COMPLIANCE OFFICER
BARNHOLTZ KIMBERLY JANEMEMBER

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