Unclaimed Profile

David E Workman Ii

ASSET ADVISORY GROUP INC·CINCINNATI, Ohio

Clean recordASSET ADVISORY GROUP INC

9200 MONTGOMERY ROAD, CINCINNATI, OH 45242CRD# 5579070Firm CRD# 107929

Profile Verification

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

Identity

David E Workman Ii · CINCINNATI, OH

Registration

CRD #5579070 · ASSET ADVISORY GROUP INC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

David E Workman Ii is a registered financial advisor based in CINCINNATI, Ohio, affiliated with ASSET ADVISORY GROUP INC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

ASSET ADVISORY GROUP INC

AUM

$399M

Regulatory assets under management

Employees

Total firm employees

View all advisors at ASSET ADVISORY GROUP INC →

Services

Financial planning

Portfolio management (individuals)

Background

Compensation

Percentage of AUM

Subscription fees

Regulatory

SEC/IARD CRD# 5579070

Firm CRD# 107929

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does David E Workman Ii offer?

David E Workman Ii specializes in Financial Planning, Investment Management. Contact their office in CINCINNATI, Ohio for a consultation.

What are David E Workman Ii's credentials?

David E Workman Ii is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is David E Workman Ii located?

David E Workman Ii is based in CINCINNATI, Ohio, working with ASSET ADVISORY GROUP INC. Their office serves clients in the CINCINNATI metropolitan area and surrounding communities.

How does David E Workman Ii charge for services?

David E Workman Ii'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 ASSET ADVISORY GROUP INC?

ASSET ADVISORY GROUP INC has approximately 8 employees and manages $399M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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