VELA INVESTMENT MANAGEMENT, LLC
New Albany, OH
AUM
$562.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
23 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +2 more
(614) 653-8352
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in OH, NEW ALBANY
6 advisers found
KENNON-GREEN & CO.
New Albany, OH
AUM
$171.4M
Wealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
(614) 656-3638
YFP WEALTH
New Albany, OH
AUM
$53.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
614-618-5901
PALMETTO WEALTH MANAGEMENT, LLC
New Albany, OH
AUM
$32.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
(843) 589-9535
OMEGA CAPITAL MANAGEMENT LLC
New Albany, OH
AUM
$4.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
614-721-4534
COLUMBUS INVESTMENT ADVISORY INC.
New Albany, OH
AUM
$453.7M
Wealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
—
Fees
Percentage of AUM; Hourly charges
614-882-1418
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