Unclaimed Profile

Alison S Belew

MEYER CAPITAL MANAGEMENT LLC.·CINCINNATI, Ohio

Clean recordMEYER CAPITAL MANAGEMENT LLC.

7655 FIVE MILE ROAD, CINCINNATI, OH 45230CRD# 6449099Firm CRD# 106904

Profile Verification

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

Identity

Alison S Belew · CINCINNATI, OH

Registration

CRD #6449099 · MEYER CAPITAL MANAGEMENT LLC.

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Alison S Belew is a registered financial advisor based in CINCINNATI, Ohio, affiliated with MEYER CAPITAL MANAGEMENT LLC.. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Fee-Only Advisory

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

MEYER CAPITAL MANAGEMENT LLC.

AUM

$145M

Regulatory assets under management

Employees

Total firm employees

View all advisors at MEYER CAPITAL MANAGEMENT LLC. →

Services

Financial planning

Portfolio management (individuals)

Background

Compensation

Percentage of AUM

Regulatory

SEC/IARD CRD# 6449099

Firm CRD# 106904

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Alison S Belew offer?

Alison S Belew specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in CINCINNATI, Ohio for a consultation.

What are Alison S Belew's credentials?

Alison S Belew is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Alison S Belew located?

Alison S Belew is based in CINCINNATI, Ohio, working with MEYER CAPITAL MANAGEMENT LLC.. Their office serves clients in the CINCINNATI metropolitan area and surrounding communities.

How does Alison S Belew charge for services?

Alison S Belew's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is MEYER CAPITAL MANAGEMENT LLC.?

MEYER CAPITAL MANAGEMENT LLC. has approximately 6 employees and manages $145M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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