Unclaimed Profile

Aaron Lee Bates

WHITCOMB & HESS, INC.·ASHLAND, Ohio

Clean recordWHITCOMB & HESS, INC.

1020 CLEVELAND AVENUE, ASHLAND, OH 44805CRD# 4657614Firm CRD# 121064

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Aaron Lee Bates · ASHLAND, OH

Registration

CRD #4657614 · WHITCOMB & HESS, INC.

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Aaron Lee Bates is a registered financial advisor based in ASHLAND, Ohio, affiliated with WHITCOMB & HESS, INC.. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Client Types

Individuals

High Net Worth Individuals

Nonprofits & Foundations

Introduction

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Firm Overview

Firm

WHITCOMB & HESS, INC.

AUM

$344M

Regulatory assets under management

Employees

Total firm employees

View all advisors at WHITCOMB & HESS, INC. →

Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Market timing services

Charitable organization or education services

Background

Compensation

Percentage of AUM

Subscription fees

Regulatory

SEC/IARD CRD# 4657614

Firm CRD# 121064

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Frequently Asked Questions

What services does Aaron Lee Bates offer?

Aaron Lee Bates specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in ASHLAND, Ohio for a consultation.

What are Aaron Lee Bates's credentials?

Aaron Lee Bates is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Aaron Lee Bates located?

Aaron Lee Bates is based in ASHLAND, Ohio, working with WHITCOMB & HESS, INC.. Their office serves clients in the ASHLAND metropolitan area and surrounding communities.

How does Aaron Lee Bates charge for services?

Aaron Lee Bates's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is WHITCOMB & HESS, INC.?

WHITCOMB & HESS, INC. has approximately 28 employees and manages $344M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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