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TISHY FINANCIAL LLC
CRD 327162
9624 CINCINNATI COLUMBUS RD., SUITE 212, WEST CHESTER, OH, 45241, United States
Phone
513-953-9338
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$14.6M
Discretionary AUM
$14.6M
Team
1 total employees; 1 advisory reps
Clients
1-10
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-23
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 50 | $6.5M |
| High net worth individuals | 11 | $8.1M |
Official SEC filing: View on IAPD