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MIAMI VALLEY PORTFOLIO MANAGEMENT INC
CRD 106389 · SEC 801-121421
475 ARLINGTON ROAD, BROOKVILLE, OH, 45309, United States
Phone
937-833-4043
Fax
937-833-4920
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$218.6M
Discretionary AUM
$215.4M
Team
5 total employees; 4 advisory reps; 1 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Commissions
Org form
Corporation
Filing date
2026-03-17
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 641 | $114.3M |
| High net worth individuals | 91 | $79.5M |
| Pension/profit sharing plans | 4 | $6.4M |
| Charitable organizations | 1 | $17.2M |
| Corporations/business entities | 1 | $1.2M |
States served
OH, TX, FL
All web addresses on file
Official SEC filing: View on IAPD