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ISAACS & ASSOCIATES, LLC
CRD 324222
4270 IVY POINTE BLVD, SUITE 100, CINCINNATI, OH, 45245, United States
Phone
513-474-5102
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$71.8M
Discretionary AUM
$0
Team
4 total employees; 1 advisory reps; 169 broker-dealer reps
Clients
101-250
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-25
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 155 | $44.4M |
| High net worth individuals | 14 | $27.4M |
All web addresses on file
Official SEC filing: View on IAPD